JPMorgan US Equity Fund - JPMorgan
Shareclass
JPMorgan US Equity Fund Class I (JUESX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 393 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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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.
JPMorgan US Equity Fund - JPMorgan JUESX
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. Marriott International Inc/MD0.55% of assets$192.23M invested
- 2. Mondelez International Inc0.81% of assets$282.54M invested
- 3. Mastercard Inc2.68% of assets$932.86M invested
- 4. Wells Fargo & Co3.11% of assets$1.08B invested
- 5. Northrop Grumman Corp1.66% of assets$578.88M invested
- 6. Vertex Pharmaceuticals Inc0.71% of assets$248.94M invested
- 7. Microsoft Corp7.6% of assets$2.65B invested
- 8. McDonald's Corp1.87% of assets$650.69M invested
- 9. AbbVie Inc1.53% of assets$534.41M invested
- 10. Trane Technologies PLC1.2% of assets$417.17M 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. Blackstone Inc1.72% of assets$600.03M invested
- 2. NextEra Energy Inc1.8% of assets$627.84M invested
- 3. Broadcom Inc3.29% of assets$1.15B invested
- 4. Vulcan Materials Co1.49% of assets$520.09M invested
- 5. Howmet Aerospace Inc1.15% of assets$399.51M invested
- 6. United Rentals Inc0.59% of assets$204.45M invested
- 7. Arthur J Gallagher & Co1.72% of assets$600.56M invested
- 8. Roper Technologies Inc0.56% of assets$194.83M invested
- 9. Amphenol Corp0.86% of assets$298.77M invested
- 10. Ameriprise Financial Inc0.62% of assets$215.99M invested
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