Virtus Duff & Phelps Global Real Estate Securities Fund
Shareclass
Virtus Duff & Phelps Glb Rl Estt Secs I (VGISX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 363 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
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.
Virtus Duff & Phelps Global Real Estate Securities Fund VGISX
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. Welltower Inc6.99% of assets$25.88M invested
- 2. Swire Properties Ltd1.29% of assets$4.79M invested
- 3. Castellum AB0.41% of assets$1.51M invested
- 4. Canadian Apartment Properties Real Estate Investment Trust Unit1.2% of assets$4.42M invested
- 5. Ventas Inc3.42% of assets$12.68M invested
- 6. National Storage REIT1.03% of assets$3.8M invested
- 7. American Tower Corp1.28% of assets$4.75M invested
- 8. UNITE Group PLC2.38% of assets$8.79M invested
- 9. Scentre Group2.04% of assets$7.54M invested
- 10. Essex Property Trust Inc1.85% of assets$6.84M 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. Japan Metropolitan Fund Investment Corp0.71% of assets$2.61M invested
- 2. Comforia Residential REIT Inc0.72% of assets$2.65M invested
- 3. Japan Hotel REIT Investment Corp1.15% of assets$4.24M invested
- 4. Mitsui Fudosan Logistics Park Inc0.99% of assets$3.67M invested
- 5. Tritax Big Box Ord1.39% of assets$5.13M invested
- 6. Americold Realty Trust Inc0.85% of assets$3.14M invested
- 7. CubeSmart1.85% of assets$6.85M invested
- 8. Simon Property Group Inc3% of assets$11.09M invested
- 9. Catena AB0.6% of assets$2.24M invested
- 10. Mitsubishi Estate Co Ltd2.04% of assets$7.56M invested
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Financial performance
Performance data provided by
Find more financial data on VGISX at Morningstar.com
Find more financial data on VGISX 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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