Saratoga International Equity Portfolio
Shareclass
Saratoga International Equity C (SIECX)
Type
Open-end mutual fund
Manager
Gender equality score
59
/ 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: 119 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
15/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
2/10
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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.
Saratoga International Equity Portfolio SIECX
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. Allianz SE3.08% of assets$99,560 invested
- 2. Unilever PLC2% of assets$64,447 invested
- 3. Sainsbury (J) PLC1.8% of assets$58,041 invested
- 4. Bureau Veritas SA2.19% of assets$70,732 invested
- 5. Novartis AG Registered Shares2.1% of assets$67,767 invested
- 6. Canadian Imperial Bank of Commerce1.88% of assets$60,804 invested
- 7. BP PLC ADR1.88% of assets$60,822 invested
- 8. Intesa Sanpaolo2.79% of assets$89,930 invested
- 9. UBS Group AG2.43% of assets$78,339 invested
- 10. Compagnie de Saint-Gobain SA2.9% of assets$93,692 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. Hoshizaki Corp2.46% of assets$79,487 invested
- 2. Mitsubishi Heavy Industries Ltd3.51% of assets$113,371 invested
- 3. Otsuka Corp2.15% of assets$69,300 invested
- 4. Dai-ichi Life Holdings Inc2.27% of assets$73,318 invested
- 5. Sony Group Corp2.59% of assets$83,519 invested
- 6. Mizuho Financial Group Inc2.13% of assets$68,625 invested
- 7. Kinross Gold Corp3.4% of assets$109,833 invested
- 8. Sumitomo Mitsui Financial Group Inc2.79% of assets$90,022 invested
- 9. Ipsen SA1.86% of assets$59,927 invested
- 10. DBS Group Holdings Ltd2.91% of assets$94,099 invested
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Financial performance
Performance data provided by
Find more financial data on SIECX at Morningstar.com
Find more financial data on SIECX 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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