FI Institutional Group All Foreign Equity Environmental and Social Values Fund
Shareclass
FI Instl Grp All Frgn Eq Env & Scl Val (IAFEX)
Type
Open-end mutual fund
Manager
Gender equality score
59
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 130 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
13/30
Policies promoting gender equality
17/20
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.
FI Institutional Group All Foreign Equity Environmental and Social Values Fund IAFEX
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. Sanofi SA1.57% of assets$3,309 invested
- 2. AstraZeneca PLC2.08% of assets$4,362 invested
- 3. L'Oreal SA1.06% of assets$2,226 invested
- 4. Xero Ltd1.1% of assets$2,321 invested
- 5. Novartis AG Registered Shares2.05% of assets$4,315 invested
- 6. BNP Paribas Act. Cat.A1.03% of assets$2,164 invested
- 7. BP PLC1.85% of assets$3,893 invested
- 8. Societe Generale SA1.28% of assets$2,687 invested
- 9. Intesa Sanpaolo1.18% of assets$2,479 invested
- 10. UBS Group AG0.88% of assets$1,853 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. Shopify Inc Registered Shs -A- Subord Vtg1.14% of assets$2,387 invested
- 2. Keyence Corp1.86% of assets$3,900 invested
- 3. Daifuku Co Ltd ADR0.55% of assets$1,162 invested
- 4. Fanuc Corp ADR0.38% of assets$791 invested
- 5. Canadian Pacific Kansas City Ltd0.7% of assets$1,474 invested
- 6. Geely Automobile Holdings Ltd0.91% of assets$1,916 invested
- 7. China Mengniu Dairy Co Ltd0.51% of assets$1,078 invested
- 8. Coloplast AS ADR0.25% of assets$536 invested
- 9. MercadoLibre Inc0.93% of assets$1,951 invested
- 10. Vestas Wind Systems AS0.43% of assets$894 invested
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Financial performance
Performance data provided by
Find more financial data on IAFEX at Morningstar.com
Find more financial data on IAFEX 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.
Benchmarking tool
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See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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