Victory Sustainable World Fund
Shareclass
Victory Sustainable World (USAWX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 692 out of 1,087 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
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.
Victory Sustainable World Fund USAWX
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. QBE Insurance Group Ltd0.03% of assets$411,275 invested
- 2. Allianz SE0.04% of assets$568,297 invested
- 3. AstraZeneca PLC0.04% of assets$564,310 invested
- 4. Qantas Airways Ltd0.03% of assets$484,005 invested
- 5. Standard Chartered PLC0.06% of assets$924,192 invested
- 6. GSK PLC0.04% of assets$623,257 invested
- 7. National Grid PLC0.03% of assets$478,533 invested
- 8. Publicis Groupe SA0.06% of assets$867,716 invested
- 9. L'Oreal SA0.48% of assets$7M invested
- 10. Iberdrola SA0.04% of assets$619,675 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. TKO Group Holdings Inc0.24% of assets$3.53M invested
- 2. Alarm.com Holdings Inc0.02% of assets$224,366 invested
- 3. Constellation Software Inc0.62% of assets$9.03M invested
- 4. Celsius Holdings Inc0.06% of assets$802,565 invested
- 5. Houlihan Lokey Inc Class A0.04% of assets$612,802 invested
- 6. Capricorn Metals Ltd0.02% of assets$251,072 invested
- 7. NewMarket Corp0.04% of assets$629,706 invested
- 8. PACCAR Inc0.1% of assets$1.44M invested
- 9. Central Japan Railway Co0.03% of assets$394,881 invested
- 10. AZ-COM Maruwa Holdings Inc<0.01% of assets$110,333 invested
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Financial performance
Performance data provided by
Find more financial data on USAWX at Morningstar.com
Find more financial data on USAWX 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
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More from Invest Your Values
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