Gender equality score
49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
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.
State Street Target Retirement 2050 Fund SSDLX
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. Mirvac Group<0.01% of assets$96,553 invested
- 2. Diageo PLC0.13% of assets$1.44M invested
- 3. Medibank Private Ltd<0.01% of assets$89,035 invested
- 4. Allianz SE0.12% of assets$1.41M invested
- 5. UBS Group AG0.09% of assets$1.03M invested
- 6. Aena SME SA0.01% of assets$162,944 invested
- 7. Yara International ASA<0.01% of assets$103,342 invested
- 8. National Grid PLC0.06% of assets$671,813 invested
- 9. Westpac Banking Corp0.07% of assets$850,313 invested
- 10. GPT Group<0.01% of assets$96,294 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. Shapir Engineering and Industry Ltd<0.01% of assets$17,582 invested
- 2. AFI Properties Ltd<0.01% of assets$5,654 invested
- 3. Ubiquiti Inc<0.01% of assets$37,267 invested
- 4. Constellation Software Inc0.04% of assets$508,762 invested
- 5. Seria Co Ltd<0.01% of assets$16,824 invested
- 6. FUJI Media Holdings Inc<0.01% of assets$3,365 invested
- 7. Interactive Brokers Group Inc Class A0.02% of assets$212,017 invested
- 8. Inter Parfums Inc<0.01% of assets$58,497 invested
- 9. Laureate Education Inc Shs<0.01% of assets$42,725 invested
- 10. Rithm Capital Corp0.01% of assets$114,441 invested
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Financial performance
Performance data provided by
Find more financial data on SSDLX at Morningstar.com

Gender 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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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: