Gender equality score
58
/ 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: 173 out of 1,090 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
12/30
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.
Sit ESG Growth Fund SESGX
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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 SE ADR2.29% of assets$268,752 invested
- 2. AstraZeneca PLC ADR2.02% of assets$237,510 invested
- 3. Diageo PLC ADR0.85% of assets$99,797 invested
- 4. Iberdrola SA ADR1.9% of assets$223,317 invested
- 5. BAE Systems PLC ADR1.56% of assets$182,912 invested
- 6. JPMorgan Chase & Co2.19% of assets$257,688 invested
- 7. Recruit Holdings Co Ltd1.84% of assets$215,955 invested
- 8. Accenture PLC Class A2.25% of assets$263,842 invested
- 9. PepsiCo Inc1.13% of assets$133,052 invested
- 10. Novo Nordisk AS ADR0.93% of assets$109,676 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. Keyence Corp0.69% of assets$81,392 invested
- 2. Broadcom Inc2.47% of assets$289,800 invested
- 3. Sony Group Corp ADR1.96% of assets$230,115 invested
- 4. Cheniere Energy Inc1.42% of assets$166,524 invested
- 5. CRH PLC0.95% of assets$111,024 invested
- 6. The Home Depot Inc2.47% of assets$289,798 invested
- 7. Medtronic PLC0.49% of assets$57,913 invested
- 8. Terumo Corp1.44% of assets$169,453 invested
- 9. DHL Group0.46% of assets$54,467 invested
- 10. The AES Corp0.33% of assets$38,932 invested
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Financial performance
Performance data provided by
Find more financial data on SESGX at Morningstar.com
Find more financial data on SESGX 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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