FI Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
Shareclass
FI Instl Grp US Lrg Cp Eq Env & Scl Val (ILESX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 303 out of 2,538 funds
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Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
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.
FI Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund ILESX
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. Procter & Gamble Co1.13% of assets$3,238 invested
- 2. Biogen Inc1.19% of assets$3,421 invested
- 3. Bank of America Corp1.86% of assets$5,341 invested
- 4. Citigroup Inc1.73% of assets$4,969 invested
- 5. General Mills Inc0.48% of assets$1,375 invested
- 6. Cummins Inc1.09% of assets$3,134 invested
- 7. JPMorgan Chase & Co2.64% of assets$7,604 invested
- 8. PepsiCo Inc0.73% of assets$2,099 invested
- 9. Johnson & Johnson1.84% of assets$5,307 invested
- 10. Autodesk Inc1.09% of assets$3,142 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. Heico Corp1.49% of assets$4,275 invested
- 2. Nucor Corp1.34% of assets$3,851 invested
- 3. Marvell Technology Inc0.86% of assets$2,463 invested
- 4. Charles Schwab Corp0.6% of assets$1,722 invested
- 5. Norfolk Southern Corp1.07% of assets$3,079 invested
- 6. Halliburton Co0.84% of assets$2,410 invested
- 7. Costco Wholesale Corp1.31% of assets$3,783 invested
- 8. Caterpillar Inc1.26% of assets$3,628 invested
- 9. KB Home1.27% of assets$3,662 invested
- 10. Qualcomm Inc1.07% of assets$3,072 invested
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Financial performance
Performance data provided by
Find more financial data on ILESX at Morningstar.com
Find more financial data on ILESX at Morningstar.comGender Equality and Returns
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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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More from Invest Your Values
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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