Rockefeller Climate Solutions Fund
Shareclass
Rockefeller Climate Solutions A (RKCAX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 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: 824 out of 1,069 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
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.
Rockefeller Climate Solutions Fund RKCAX
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. Bureau Veritas SA3.33% of assets$576,954 invested
- 2. Schneider Electric SE3.84% of assets$665,971 invested
- 3. Xylem Inc1.48% of assets$256,287 invested
- 4. Halma PLC2.23% of assets$386,554 invested
- 5. SSE PLC3.18% of assets$551,155 invested
- 6. Compagnie de Saint-Gobain SA3.53% of assets$611,967 invested
- 7. DSM Firmenich AG2.3% of assets$398,596 invested
- 8. Verisk Analytics Inc2.43% of assets$421,233 invested
- 9. Ansys Inc1.61% of assets$280,076 invested
- 10. American Water Works Co Inc1.18% of assets$204,882 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. Mueller Industries Inc4.67% of assets$810,135 invested
- 2. Vertiv Holdings Co Class A1.22% of assets$211,416 invested
- 3. A.O. Smith Corp2.46% of assets$426,064 invested
- 4. Darling Ingredients Inc2.6% of assets$450,416 invested
- 5. Hitachi Ltd1.88% of assets$325,242 invested
- 6. Teledyne Technologies Inc2.1% of assets$364,571 invested
- 7. Enphase Energy Inc0.68% of assets$118,219 invested
- 8. ATS Corp1.71% of assets$297,161 invested
- 9. Chubb Ltd2.3% of assets$399,709 invested
- 10. Bakkafrost P/F1.4% of assets$243,051 invested
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Financial performance
Performance data provided by
Find more financial data on RKCAX at Morningstar.com
Find more financial data on RKCAX 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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