NYLI PineStone U.S. Equity Fund
Shareclass
NYLI PineStone U.S. Equity Class R6 (FCUDX)
Type
Open-end mutual fund
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: U.S. Equity Fund
Ranking: 118 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
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.
NYLI PineStone U.S. Equity Fund FCUDX
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. Mastercard Inc Class A5.84% of assets$33.55M invested
- 2. Hilton Worldwide Holdings Inc2.35% of assets$13.47M invested
- 3. PepsiCo Inc3.55% of assets$20.39M invested
- 4. Moodys Corp6.82% of assets$39.13M invested
- 5. Johnson & Johnson2.71% of assets$15.56M invested
- 6. Colgate-Palmolive Co1.73% of assets$9.92M invested
- 7. Microsoft Corp9.3% of assets$53.35M invested
- 8. Adobe Inc2.18% of assets$12.5M invested
- 9. UnitedHealth Group Inc4.51% of assets$25.87M invested
- 10. FactSet Research Systems Inc2.49% of assets$14.31M 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. Graco Inc2.32% of assets$13.34M invested
- 2. AutoZone Inc6.75% of assets$38.75M invested
- 3. Copart Inc1.54% of assets$8.84M invested
- 4. Mettler-Toledo International Inc2.01% of assets$11.54M invested
- 5. MSCI Inc3.1% of assets$17.78M invested
- 6. Linde PLC3.35% of assets$19.25M invested
- 7. Analog Devices Inc2.58% of assets$14.79M invested
- 8. Oracle Corp4.06% of assets$23.32M invested
- 9. TJX Companies Inc3.8% of assets$21.81M invested
- 10. Carrier Global Corp Ordinary Shares2.77% of assets$15.88M invested
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Financial performance
Performance data provided by
Find more financial data on FCUDX at Morningstar.com
Find more financial data on FCUDX 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.
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