SP Funds 2050 Target Date Fund - SP Funds Trust
Shareclass
SP Funds 2050 Target Date Fund Institutional Shares (SPTOX)
Type
Open-end mutual fund
Manager
Filing
Target date
SP Funds Target Date Fund - SP Funds Trust
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
24/40
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.
SP Funds 2050 Target Date Fund - SP Funds Trust SPTOX
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. AstraZeneca PLC0.3% of assets$15,007 invested
- 2. CAR Group Ltd<0.01% of assets$338 invested
- 3. Aena SME SA0.02% of assets$1,030 invested
- 4. GSK PLC0.11% of assets$5,540 invested
- 5. Xero Ltd0.05% of assets$2,298 invested
- 6. Sanofi SA0.11% of assets$5,263 invested
- 7. Procter & Gamble Co/The0.43% of assets$21,099 invested
- 8. UCB SA0.03% of assets$1,639 invested
- 9. Novartis AG0.3% of assets$14,686 invested
- 10. Novo Nordisk A/S0.14% of assets$6,791 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 Ltd7.98% of assets$394,896 invested
- 2. Samsung Electronics Co Ltd0.78% of assets$38,369 invested
- 3. BYD Co Ltd0.12% of assets$5,784 invested
- 4. Delta Electronics (Thailand) Public Company Limited0.11% of assets$5,248 invested
- 5. Saudi Arabian Oil Co0.1% of assets$4,949 invested
- 6. Grupo Mexico SAB de CV0.08% of assets$3,990 invested
- 7. China Shenhua Energy Co Ltd0.05% of assets$2,456 invested
- 8. Contemporary Amperex Technology Co Ltd0.05% of assets$2,428 invested
- 9. Saudi Basic Industries Corp0.03% of assets$1,688 invested
- 10. Samsung Electro-Mechanics Co Ltd0.03% of assets$1,564 invested
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