DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND - Dimensional Fund Advisors
Shareclass
DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND INSTITUTIONAL CLASS
Type
Other
Manager
Filing
Target date
DIMENSIONAL TARGET DATE RETIREMENT INCOME FUND - Dimensional Fund Advisors
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND - Dimensional Fund Advisors
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. National Bank of Canada0.03% of assets$52,135 invested
- 2. Transurban Group0.02% of assets$32,533 invested
- 3. QBE Insurance Group Ltd0.02% of assets$42,452 invested
- 4. Allianz SE0.06% of assets$122,393 invested
- 5. International Flavors & Fragrances Inc0.02% of assets$34,509 invested
- 6. Allianz SE<0.01% of assets$9,817 invested
- 7. AstraZeneca PLC0.09% of assets$185,641 invested
- 8. AstraZeneca PLC0.04% of assets$84,845 invested
- 9. Qantas Airways Ltd<0.01% of assets$8,227 invested
- 10. ASX Ltd<0.01% of assets$7,619 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Taiwan Semiconductor Manufacturing Co Ltd0.52% of assets$1.03M invested
- 2. Samsung Electronics Co Ltd0.28% of assets$553,941 invested
- 3. Taiwan Semiconductor Manufacturing Co Ltd0.18% of assets$354,483 invested
- 4. Ping An Insurance Group Co of China Ltd0.05% of assets$100,816 invested
- 5. China Construction Bank Corp0.04% of assets$87,593 invested
- 6. Hyundai Motor Co0.04% of assets$82,541 invested
- 7. Reliance Industries Ltd0.04% of assets$72,583 invested
- 8. Bharti Airtel Ltd0.04% of assets$70,166 invested
- 9. Vale SA0.03% of assets$57,277 invested
- 10. Petroleo Brasileiro SA - Petrobras0.03% of assets$57,211 invested
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