NYLI WMC Growth Fund - New York Life Investments
Shareclass
NYLI WMC Growth Fund Class A (KLGAX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 519 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 WMC Growth Fund - New York Life Investments KLGAX
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. Welltower Inc2.12% of assets$21.64M invested
- 2. Mastercard Inc3.19% of assets$32.64M invested
- 3. Hilton Worldwide Holdings Inc1.1% of assets$11.25M invested
- 4. Uber Technologies Inc1.04% of assets$10.6M invested
- 5. Goldman Sachs Group Inc/The0.66% of assets$6.75M invested
- 6. Microsoft Corp7% of assets$71.64M invested
- 7. S&P Global Inc1.05% of assets$10.76M invested
- 8. HubSpot Inc0.54% of assets$5.48M invested
- 9. General Electric Co1.83% of assets$18.67M invested
- 10. Intuit Inc1.18% of assets$12.11M 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. Taiwan Semiconductor Manufacturing Co Ltd1.06% of assets$10.82M invested
- 2. Shopify Inc0.81% of assets$8.24M invested
- 3. Palantir Technologies Inc0.06% of assets$623,007 invested
- 4. AppLovin Corp0.14% of assets$1.43M invested
- 5. Corpay Inc0.25% of assets$2.53M invested
- 6. Fastenal Co1.19% of assets$12.19M invested
- 7. Broadcom Inc5.78% of assets$59.08M invested
- 8. Cadence Design Systems Inc1.14% of assets$11.68M invested
- 9. Waste Connections Inc1.01% of assets$10.36M invested
- 10. KKR & Co Inc0.85% of assets$8.67M invested
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