Homestead International Equity Fund
Shareclass
Homestead International Equity (HISIX)
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: International Equity Funds
Ranking: 471 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
12/30
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.
Homestead International Equity Fund HISIX
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. Allianz SE3.84% of assets$3.3M invested
- 2. L'Oreal SA2.4% of assets$2.07M invested
- 3. BHP Group Ltd ADR1.84% of assets$1.58M invested
- 4. Haleon PLC3.73% of assets$3.21M invested
- 5. Shell PLC3.63% of assets$3.11M invested
- 6. Schneider Electric SE3.72% of assets$3.2M invested
- 7. Banco Bilbao Vizcaya Argentaria SA3.09% of assets$2.65M invested
- 8. SAP SE ADR2.46% of assets$2.12M invested
- 9. Manulife Financial Corp3.9% of assets$3.35M invested
- 10. Nestle SA ADR2.33% of assets$2M 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. Keyence Corp1.32% of assets$1.14M invested
- 2. Daifuku Co Ltd1.16% of assets$994,374 invested
- 3. Shimano Inc0.91% of assets$780,202 invested
- 4. Disco Corp1.61% of assets$1.38M invested
- 5. Sysmex Corp2.45% of assets$2.1M invested
- 6. Techtronic Industries Co Ltd1.29% of assets$1.11M invested
- 7. Alimentation Couche-Tard Inc2.48% of assets$2.13M invested
- 8. Coloplast AS ADR1.2% of assets$1.03M invested
- 9. Chugai Pharmaceutical Co Ltd3.98% of assets$3.42M invested
- 10. Komatsu Ltd1.86% of assets$1.6M invested
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Financial performance
Performance data provided by
Find more financial data on HISIX at Morningstar.com
Find more financial data on HISIX 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.
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