Empower Large Cap Value Fund
Shareclass
Empower Large Cap Value Inv (MXEQX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 138 out of 1,462 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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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.
Empower Large Cap Value Fund MXEQX
Environment
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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. AstraZeneca PLC ADR0.93% of assets$15.16M invested
- 2. Sanofi SA0.93% of assets$15.18M invested
- 3. Sanofi SA ADR0.12% of assets$1.89M invested
- 4. Procter & Gamble Co1.5% of assets$24.54M invested
- 5. Biogen Inc0.13% of assets$2.14M invested
- 6. Bank of America Corp1.73% of assets$28.32M invested
- 7. Citigroup Inc2.62% of assets$42.96M invested
- 8. Philip Morris International Inc2.27% of assets$37.28M invested
- 9. Hilton Worldwide Holdings Inc0.66% of assets$10.78M invested
- 10. Shell PLC0.62% of assets$10.17M 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. Corebridge Financial Inc0.23% of assets$3.85M invested
- 2. Charter Communications Inc Class A0.48% of assets$7.79M invested
- 3. CF Industries Holdings Inc0.69% of assets$11.38M invested
- 4. South Bow Corp0.21% of assets$3.41M invested
- 5. Tyson Foods Inc Class A0.39% of assets$6.41M invested
- 6. NextEra Energy Inc1.25% of assets$20.53M invested
- 7. Marvell Technology Inc0.16% of assets$2.58M invested
- 8. Charles Schwab Corp1.9% of assets$31.14M invested
- 9. Loews Corp0.48% of assets$7.94M invested
- 10. International Paper Co0.65% of assets$10.66M invested
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Financial performance
Performance data provided by
Find more financial data on MXEQX at Morningstar.com
Find more financial data on MXEQX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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