GQG Partners Global Quality Equity Fund
Shareclass
GQG Partners Global Quality Equity Instl (GQRIX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 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: 278 out of 1,094 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
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.
GQG Partners Global Quality Equity Fund GQRIX
Environment
Social
Search more funds
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. AstraZeneca PLC1.19% of assets$40.42M invested
- 2. National Grid PLC0.85% of assets$28.98M invested
- 3. BNP Paribas Act. Cat.A0.77% of assets$26.17M invested
- 4. UniCredit SpA0.85% of assets$28.82M invested
- 5. Philip Morris International Inc4.92% of assets$167.48M invested
- 6. Novo Nordisk AS Class B4.37% of assets$148.51M invested
- 7. Novo Nordisk AS ADR0.24% of assets$8.24M invested
- 8. Enbridge Inc2.03% of assets$69.01M invested
- 9. Verizon Communications Inc0.63% of assets$21.39M invested
- 10. Microsoft Corp4.66% of assets$158.52M 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. Reddit Inc Class A Shares0.43% of assets$14.73M invested
- 2. Snowflake Inc Ordinary Shares - Class A1.2% of assets$40.82M invested
- 3. Broadcom Inc2.77% of assets$94.18M invested
- 4. AppLovin Corp Ordinary Shares - Class A5.32% of assets$180.88M invested
- 5. KKR & Co Inc Ordinary Shares0.46% of assets$15.52M invested
- 6. NextEra Energy Inc1.59% of assets$53.96M invested
- 7. Targa Resources Corp0.5% of assets$17.03M invested
- 8. Robinhood Markets Inc Class A0.39% of assets$13.12M invested
- 9. NVIDIA Corp3.65% of assets$124.01M invested
- 10. Southern Co2.11% of assets$71.74M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on GQRIX at Morningstar.com
Find more financial data on GQRIX 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
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer