UBS US Dividend Ruler Fund - UBS
Shareclass
UBS US Dividend Ruler Fund Class P (DVRUX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 232 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
20/20
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.
UBS US Dividend Ruler Fund - UBS DVRUX
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. JPMorgan Chase & Co4.82% of assets$13.87M invested
- 2. Johnson & Johnson3.62% of assets$10.42M invested
- 3. Microsoft Corp10% of assets$30.03M invested
- 4. Blackrock Inc3.42% of assets$9.85M invested
- 5. McDonald's Corp2.92% of assets$8.41M invested
- 6. AbbVie Inc2.81% of assets$8.08M invested
- 7. Trane Technologies PLC2.34% of assets$6.75M invested
- 8. Coca-Cola Co/The2.43% of assets$6.99M invested
- 9. American Express Co3.27% of assets$9.43M invested
- 10. Exxon Mobil Corp1.53% of assets$4.41M 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 Ltd5.16% of assets$14.86M invested
- 2. NextEra Energy Inc2.52% of assets$7.26M invested
- 3. Broadcom Inc7.29% of assets$21M invested
- 4. Home Depot Inc/The3.25% of assets$9.37M invested
- 5. Linde PLC3.36% of assets$9.68M invested
- 6. Prologis Inc3.33% of assets$9.58M invested
- 7. Analog Devices Inc2.75% of assets$7.93M invested
- 8. Oracle Corp3.37% of assets$9.71M invested
- 9. RTX Corp4.06% of assets$11.69M invested
- 10. TJX Cos Inc/The3.23% of assets$9.3M invested
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