T Rowe Price Retirement 2040 Fund - T Rowe Price
Shareclass
T Rowe Price Retirement 2040 Fund T Rowe Price Retirement 2040 Fund-I Class (TRHDX)
Type
Open-end mutual fund
Manager
Filing
Target date
T Rowe Price Retirement Fund - T Rowe Price
Gender equality score
54
/ 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
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
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.
T Rowe Price Retirement 2040 Fund - T Rowe Price TRHDX
Environment
Social
Search more funds
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. National Bank of Canada0.03% of assets$7.31M invested
- 2. International Flavors & Fragrances Inc<0.01% of assets$718,372 invested
- 3. AstraZeneca PLC0.36% of assets$95.37M invested
- 4. AstraZeneca PLC0.17% of assets$44.3M invested
- 5. Standard Chartered PLC0.16% of assets$42.96M invested
- 6. GSK PLC0.07% of assets$18.69M invested
- 7. National Grid PLC0.15% of assets$39.38M invested
- 8. Mirvac Group<0.01% of assets$2.04M invested
- 9. Sanofi SA0.14% of assets$37.45M invested
- 10. Diageo PLC0.04% of assets$9.51M 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 Ltd1.23% of assets$327.06M invested
- 2. Samsung Electronics Co Ltd0.78% of assets$207.81M invested
- 3. Grupo Mexico SAB de CV0.16% of assets$43.58M invested
- 4. Reliance Industries Ltd0.11% of assets$28.84M invested
- 5. Hyundai Motor Co0.1% of assets$25.28M invested
- 6. Taiwan Semiconductor Manufacturing Co Ltd0.09% of assets$25.16M invested
- 7. China Construction Bank Corp0.07% of assets$18.57M invested
- 8. Bharti Airtel Ltd0.07% of assets$18.43M invested
- 9. Larsen & Toubro Ltd0.06% of assets$15.48M invested
- 10. NTPC Ltd0.06% of assets$14.87M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer