Marsico Global Fund
Shareclass
Marsico Global (MGLBX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 794 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
11/30
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.
Marsico Global Fund MGLBX
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. Hermes International SA2.11% of assets$9.75M invested
- 2. JPMorgan Chase & Co2.98% of assets$13.8M invested
- 3. The Goldman Sachs Group Inc3.18% of assets$14.69M invested
- 4. SAP SE ADR1.59% of assets$7.36M invested
- 5. Microsoft Corp3.85% of assets$17.8M invested
- 6. Airbus SE2.15% of assets$9.95M invested
- 7. GE Aerospace5% of assets$23.15M invested
- 8. Siemens Energy AG ADR5.27% of assets$24.38M invested
- 9. Rolls-Royce Holdings PLC7.31% of assets$33.84M invested
- 10. Meta Platforms Inc Class A5.37% of assets$24.83M 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. Roblox Corp Ordinary Shares - Class A1.78% of assets$8.21M invested
- 2. Palantir Technologies Inc Ordinary Shares - Class A3.52% of assets$16.27M invested
- 3. AppLovin Corp Ordinary Shares - Class A6.1% of assets$28.21M invested
- 4. O'Reilly Automotive Inc1.52% of assets$7.03M invested
- 5. Nintendo Co Ltd ADR1.89% of assets$8.73M invested
- 6. Costco Wholesale Corp2.61% of assets$12.08M invested
- 7. Spotify Technology SA4.88% of assets$22.59M invested
- 8. Ferrari NV1.5% of assets$6.96M invested
- 9. ASML Holding NV ADR3.68% of assets$17.04M invested
- 10. Amazon.com Inc3.93% of assets$18.19M invested
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Financial performance
Performance data provided by
Find more financial data on MGLBX at Morningstar.com
Find more financial data on MGLBX 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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