Thornburg Investment Income Builder Fund
Shareclass
Thornburg Investment Income Builder R6 (TIBOX)
Type
Open-end mutual fund
Manager
Gender equality score
63
/ 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
30/40
Equal compensation and work life balance
13/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
2/10
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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.
Thornburg Investment Income Builder Fund TIBOX
Environment
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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 PLC1.51% of assets$238.29M invested
- 2. Vodafone Group PLC1.77% of assets$278.31M invested
- 3. Orange SA6.62% of assets$1.04B invested
- 4. BNP Paribas Act. Cat.A4.14% of assets$650.9M invested
- 5. Enel SpA3.42% of assets$538.27M invested
- 6. BAE Systems PLC1.91% of assets$301.02M invested
- 7. Citigroup Inc3.34% of assets$526.26M invested
- 8. Novartis AG Registered Shares0.47% of assets$73.27M invested
- 9. NN Group NV3.78% of assets$595.53M invested
- 10. Shell PLC0.64% of assets$100.18M 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. South Bow Corp0.27% of assets$42.1M invested
- 2. Broadcom Inc4.22% of assets$663.62M invested
- 3. CK Hutchison Holdings Ltd0.71% of assets$112.03M invested
- 4. Bayerische Motoren Werke AG0.33% of assets$52.05M invested
- 5. The Home Depot Inc1.18% of assets$186.16M invested
- 6. Medtronic PLC0.96% of assets$151.83M invested
- 7. Regions Financial Corp0.6% of assets$94.15M invested
- 8. Deutsche Post AG1.37% of assets$215.36M invested
- 9. Morgan Stanley DR0.02% of assets$2.66M invested
- 10. Glencore PLC1.04% of assets$164.25M invested
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Financial performance
Performance data provided by
Find more financial data on TIBOX at Morningstar.com
Find more financial data on TIBOX 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.
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