Gender equality score
42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 2,072 out of 2,554 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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.
Tanaka Growth Fund TGFRX
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. Mastercard Inc Class A1.28% of assets$298,446 invested
- 2. Accenture PLC Class A0.45% of assets$105,087 invested
- 3. PepsiCo Inc1.14% of assets$265,606 invested
- 4. Philip Morris International Inc1.97% of assets$460,388 invested
- 5. Meta Platforms Inc Class A1.87% of assets$436,483 invested
- 6. Amazon.com Inc2.56% of assets$598,723 invested
- 7. Apple Inc13% of assets$3.04M invested
- 8. Cameco Corp1.65% of assets$386,425 invested
- 9. NVIDIA Corp9.59% of assets$2.24M invested
- 10. Catalyst Pharmaceuticals Inc7.66% of assets$1.79M 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. Corcept Therapeutics Inc13% of assets$3.01M invested
- 2. The Carlyle Group Inc4.7% of assets$1.1M invested
- 3. NexGen Energy Ltd9.72% of assets$2.27M invested
- 4. Chart Industries Inc1.61% of assets$375,871 invested
- 5. Stifel Financial Corp5.34% of assets$1.25M invested
- 6. Onto Innovation Inc3.69% of assets$862,438 invested
- 7. Ionis Pharmaceuticals Inc0.37% of assets$85,752 invested
- 8. Applied Materials Inc2.9% of assets$676,128 invested
- 9. Aflac Inc5.27% of assets$1.23M invested
- 10. Qualcomm Inc3.21% of assets$748,737 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on TGFRX at Morningstar.com
Find more financial data on TGFRX 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.
Benchmarking tool
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