Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 735 out of 1,096 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
17/20
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.
FMI Global Fund FMIGX
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. Diageo PLC2.17% of assets$224,675 invested
- 2. Sodexo3.62% of assets$375,435 invested
- 3. Unilever PLC3.35% of assets$346,933 invested
- 4. Koninklijke Philips NV2.83% of assets$292,831 invested
- 5. Roche Holding AG3.04% of assets$314,995 invested
- 6. Coca-Cola Europacific Partners PLC3.52% of assets$365,317 invested
- 7. SLB1.79% of assets$185,900 invested
- 8. Fresenius Medical Care AG2.98% of assets$308,535 invested
- 9. Weir Group PLC4.29% of assets$445,108 invested
- 10. Safran SA1.7% of assets$176,108 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. Berkshire Hathaway Inc Class B3.05% of assets$315,750 invested
- 2. Charles Schwab Corp5.12% of assets$531,017 invested
- 3. B&M European Value Retail SA2.6% of assets$269,572 invested
- 4. Sony Group Corp3.59% of assets$371,805 invested
- 5. Dollar Tree Inc1.32% of assets$137,170 invested
- 6. Masco Corp2.49% of assets$257,762 invested
- 7. Booking Holdings Inc4.47% of assets$463,139 invested
- 8. CarMax Inc2.98% of assets$309,166 invested
- 9. Avery Dennison Corp2.54% of assets$263,205 invested
- 10. Ryanair Holdings PLC ADR3.61% of assets$374,567 invested
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Financial performance
Performance data provided by
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Find more financial data on FMIGX at Morningstar.comGender Equality and Returns
Less than one year of returns available
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