EP Emerging Markets Fund
Shareclass
EP Emerging Markets A (EPASX)
Type
Open-end mutual fund
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Not ranked due to low data coverage
% Equileap coverage
7.39%
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
1/10
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.
EP Emerging Markets Fund EPASX
Environment
Social
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Top scoring holdings
The top 5 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. British American Tobacco PLC2.88% of assets$2.59M invested
- 2. Hong Kong Exchanges and Clearing Ltd1.11% of assets$1M invested
- 3. Yum China Holdings Inc1.4% of assets$1.26M invested
- 4. MercadoLibre Inc0.57% of assets$509,295 invested
- 5. CSPC Pharmaceutical Group Ltd1.44% of assets$1.3M invested
Bottom scoring holdings
The bottom 5 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. CSPC Pharmaceutical Group Ltd1.44% of assets$1.3M invested
- 2. MercadoLibre Inc0.57% of assets$509,295 invested
- 3. Yum China Holdings Inc1.4% of assets$1.26M invested
- 4. Hong Kong Exchanges and Clearing Ltd1.11% of assets$1M invested
- 5. British American Tobacco PLC2.88% of assets$2.59M invested
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Financial performance
Performance data provided by
Find more financial data on EPASX at Morningstar.com
Find more financial data on EPASX 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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