Gender equality score
59
/ 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: 139 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
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.
Mundoval Fund MUNDX
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. AstraZeneca PLC ADR0.56% of assets$144,144 invested
- 2. Unilever PLC ADR1.33% of assets$340,200 invested
- 3. Haleon PLC ADR0.63% of assets$162,180 invested
- 4. Mastercard Inc Class A10% of assets$2.63M invested
- 5. Bank of America Corp4.29% of assets$1.1M invested
- 6. Novo Nordisk AS ADR5.04% of assets$1.29M invested
- 7. Northrop Grumman Corp1.47% of assets$375,432 invested
- 8. Mondelez International Inc Class A0.47% of assets$119,460 invested
- 9. The Hershey Co2.98% of assets$762,075 invested
- 10. Microsoft Corp1.15% of assets$295,050 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. Berkshire Hathaway Inc Class B2.83% of assets$725,248 invested
- 2. Charles Schwab Corp0.72% of assets$185,025 invested
- 3. Paycom Software Inc0.48% of assets$122,982 invested
- 4. Cheniere Energy Inc0.76% of assets$193,383 invested
- 5. Costco Wholesale Corp0.36% of assets$91,627 invested
- 6. Linde PLC0.65% of assets$167,468 invested
- 7. ASML Holding NV ADR0.81% of assets$207,924 invested
- 8. The Walt Disney Co0.9% of assets$229,826 invested
- 9. Capital One Financial Corp0.35% of assets$89,160 invested
- 10. TJX Companies Inc4.72% of assets$1.21M invested
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Financial performance
Performance data provided by
Find more financial data on MUNDX at Morningstar.com
Find more financial data on MUNDX at Morningstar.comGender Equality and Returns
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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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