Global Opportunity Portfolio - Morgan Stanley
Shareclass
Global Opportunity Portfolio Class R6 (MGTSX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 772 out of 1,040 funds
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Groups
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
17/20
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.
Global Opportunity Portfolio - Morgan Stanley MGTSX
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. Schneider Electric SE4.41% of assets$144.5M invested
- 2. Mastercard Inc2.49% of assets$81.51M invested
- 3. Hermes International SCA2.73% of assets$89.43M invested
- 4. Uber Technologies Inc5.74% of assets$188.04M invested
- 5. Moncler SpA2.74% of assets$89.81M invested
- 6. LVMH Moet Hennessy Louis Vuitton SE2.5% of assets$81.8M invested
- 7. On Holding AG1.79% of assets$58.71M invested
- 8. ServiceNow Inc2.6% of assets$85.21M invested
- 9. Meta Platforms Inc7.03% of assets$230.31M invested
- 10. Visa Inc2.99% of assets$97.92M 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. Taiwan Semiconductor Manufacturing Co Ltd5.05% of assets$165.22M invested
- 2. NU Holdings Ltd/Cayman Islands2.55% of assets$83.36M invested
- 3. TKO Group Holdings Inc2.25% of assets$73.69M invested
- 4. Shopify Inc2.22% of assets$72.56M invested
- 5. Keyence Corp1.49% of assets$48.83M invested
- 6. Coupang Inc2.93% of assets$96.02M invested
- 7. Crowdstrike Holdings Inc0.97% of assets$31.72M invested
- 8. DSV A/S4.79% of assets$156.65M invested
- 9. MercadoLibre Inc4.53% of assets$148.46M invested
- 10. Liberty Media Corp-Liberty Formula One1.52% of assets$49.73M invested
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