The Thrift Savings Plan funds do not publish full portfolio holdings, but they track indexes that are shared with other mutual funds. L 2040 is a mix of the TSP C, S, I, F, and G funds. We model the L fund portfolios using the allocation details published by the Thrift Savings Plan, and use matching index funds to represent the constituent TSP funds.
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
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.
L 2040
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. Transurban Group0.04% of assets$18.88M invested
- 2. GPT Group<0.01% of assets$3.76M invested
- 3. QBE Insurance Group Ltd0.03% of assets$14.98M invested
- 4. International Flavors & Fragrances Inc0.02% of assets$7.7M invested
- 5. Allianz SE0.21% of assets$106.98M invested
- 6. Sanofi SA0.18% of assets$91.17M invested
- 7. AstraZeneca PLC0.33% of assets$164.06M invested
- 8. Qantas Airways Ltd<0.01% of assets$3.54M invested
- 9. ASX Ltd0.01% of assets$5.74M invested
- 10. Standard Chartered PLC0.04% of assets$22.03M 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. GRAIL Inc<0.01% of assets$721,984 invested
- 2. TKO Group Holdings Inc0.02% of assets$10.46M invested
- 3. TG Therapeutics Inc<0.01% of assets$2.61M invested
- 4. Trump Media & Technology Group Corp<0.01% of assets$1.43M invested
- 5. Rithm Capital Corp<0.01% of assets$4.1M invested
- 6. SpringWorks Therapeutics Inc Ordinary Shares<0.01% of assets$2.79M invested
- 7. Trustmark Corp<0.01% of assets$1.45M invested
- 8. Construction Partners Inc Class A<0.01% of assets$2.22M invested
- 9. Core Scientific Inc<0.01% of assets$2.02M invested
- 10. Red Rock Resorts Inc Class A<0.01% of assets$1.6M invested
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Financial performance
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Less than one year of returns available
Benchmarking tool
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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.
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