RBC Global Equity Leaders Fund

Shareclass

RBC Global Equity Leaders A (RGELX)

Type

Open-end mutual fund

Manager

RBC Global Asset Management.

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

62.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 417 out of 1,100 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Procter & Gamble Co
2.99% of assets
$158,320 invested
2. Unilever PLC
4.65% of assets
$246,186 invested
3. Intesa Sanpaolo
3.04% of assets
$160,918 invested
4. JPMorgan Chase & Co
1.92% of assets
$101,800 invested
5. Recruit Holdings Co Ltd
2.71% of assets
$143,517 invested
6. Accenture PLC Class A
2.72% of assets
$144,162 invested
7. Microsoft Corp
5.96% of assets
$316,078 invested
8. BlackRock Inc
1.77% of assets
$93,702 invested
9. Salesforce Inc
1.61% of assets
$85,070 invested
10. SAP SE
3.28% of assets
$173,631 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. Blackstone Inc
3.22% of assets
$170,392 invested
2. Broadcom Inc
1.33% of assets
$70,655 invested
3. AppLovin Corp Ordinary Shares - Class A
1.32% of assets
$69,952 invested
4. Parker Hannifin Corp
1.61% of assets
$85,099 invested
5. AutoZone Inc
2.66% of assets
$141,073 invested
6. Valero Energy Corp
2.44% of assets
$129,164 invested
7. CRH PLC
2.29% of assets
$121,223 invested
8. The Home Depot Inc
1.93% of assets
$102,251 invested
9. Intercontinental Exchange Inc
3.26% of assets
$172,500 invested
10. AIA Group Ltd
2.99% of assets
$158,581 invested

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Financial performance

Performance data provided by

Find more financial data on RGELX at Morningstar.com

Gender Equality and Returns

Returns chart for RBC Global Equity Leaders Fund

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

Current fund

RGELX

RBC Global Equity Leaders Fund

Family

RBC Global Asset Management.

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

1.71% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

RGELX

RBC Global Equity Leaders Fund

Family

RBC Global Asset Management.

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

1.71% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

RGELX

RBC Global Equity Leaders Fund

Family

RBC Global Asset Management.

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

1.71% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
RGELX - RBC Global Equity Leaders Fund

10%

8.75%

56 / 100 points

Benchmark

12%

10%

13%

8.76%

55 / 100 points

Fund compared to benchmark

-1.96%

-1.71%

1 / 100 points higher

Find more financial data on RGELX at Morningstar.com

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