Northern World Selection Index Fund
Shareclass
Northern World Selection Index K (NSRKX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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: 419 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
11/30
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.
Northern World Selection Index Fund NSRKX
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 Group0.07% of assets$1.38M invested
- 2. GPT Group0.02% of assets$317,712 invested
- 3. QBE Insurance Group Ltd0.05% of assets$954,510 invested
- 4. International Flavors & Fragrances Inc0.06% of assets$1.16M invested
- 5. AstraZeneca PLC0.55% of assets$10.94M invested
- 6. ASX Ltd0.02% of assets$383,818 invested
- 7. CAR Group Ltd0.02% of assets$455,210 invested
- 8. Yara International ASA0.01% of assets$251,151 invested
- 9. National Grid PLC0.15% of assets$3.07M invested
- 10. Publicis Groupe SA0.06% of assets$1.29M 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 Vtg0.36% of assets$7.18M invested
- 2. Old Dominion Freight Line Inc Ordinary Shares0.09% of assets$1.89M invested
- 3. NVR Inc0.07% of assets$1.37M invested
- 4. Konami Group Corp0.03% of assets$514,182 invested
- 5. Zensho Holdings Co Ltd0.01% of assets$290,287 invested
- 6. Brookfield Corp Registered Shs -A- Limited Vtg0.21% of assets$4.19M invested
- 7. Nucor Corp0.07% of assets$1.46M invested
- 8. Steel Dynamics Inc0.05% of assets$932,383 invested
- 9. CTS Eventim AG & Co. KGaA0.01% of assets$286,616 invested
- 10. FirstService Corp Ordinary Shares0.02% of assets$407,470 invested
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Financial performance
Performance data provided by
Find more financial data on NSRKX at Morningstar.com
Find more financial data on NSRKX 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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