Mirova Global Sustainable Equity Fund
Shareclass
Mirova Global Sustainable Equity Y (ESGYX)
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: 365 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
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.
Mirova Global Sustainable Equity Fund ESGYX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Positive Investment - Invests in companies whose businesses include activities related to sustainable investment themes. We focus both on opportunities (idea generation) and risks. More
US-SIF member fund managers: want to update your statement? Contact us
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 PLC0.95% of assets$8.95M invested
- 2. Iberdrola SA2.94% of assets$27.8M invested
- 3. Unilever PLC0.88% of assets$8.27M invested
- 4. Mastercard Inc Class A5.49% of assets$51.86M invested
- 5. Xylem Inc1.94% of assets$18.34M invested
- 6. Accenture PLC Class A2.01% of assets$18.96M invested
- 7. Novo Nordisk AS Class B2.79% of assets$26.3M invested
- 8. Credit Agricole SA0.71% of assets$6.71M invested
- 9. Microsoft Corp5.02% of assets$47.43M invested
- 10. Salesforce Inc1.51% of assets$14.25M 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. Shopify Inc Registered Shs -A- Subord Vtg1.8% of assets$17.02M invested
- 2. Advanced Drainage Systems Inc0.37% of assets$3.5M invested
- 3. Canadian Pacific Kansas City Ltd1.33% of assets$12.59M invested
- 4. Enphase Energy Inc0.26% of assets$2.47M invested
- 5. AGCO Corp0.89% of assets$8.41M invested
- 6. Sekisui House Ltd1.53% of assets$14.46M invested
- 7. NextEra Energy Inc2.2% of assets$20.82M invested
- 8. Vestas Wind Systems AS0.62% of assets$5.84M invested
- 9. Watts Water Technologies Inc Class A1.2% of assets$11.29M invested
- 10. Roper Technologies Inc3.22% of assets$30.4M invested
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Financial performance
Performance data provided by
Find more financial data on ESGYX at Morningstar.com
Find more financial data on ESGYX 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
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More from Invest Your Values
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