VY® Morgan Stanley Global Franchise Portfolio
Shareclass
VY® Morgan Stanley Global Franchise S (IVGTX)
Type
Open-end mutual fund
Manager
Gender equality score
60
/ 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: 99 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
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.
VY® Morgan Stanley Global Franchise Portfolio IVGTX
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. L'Oreal SA4.16% of assets$11.84M invested
- 2. Procter & Gamble Co3.34% of assets$9.5M invested
- 3. Haleon PLC1.96% of assets$5.59M invested
- 4. Pernod Ricard SA1.69% of assets$4.8M invested
- 5. Experian PLC1.39% of assets$3.97M invested
- 6. Accenture PLC Class A4.1% of assets$11.68M invested
- 7. Philip Morris International Inc1.27% of assets$3.62M invested
- 8. Microsoft Corp7.78% of assets$22.15M invested
- 9. S&P Global Inc1.12% of assets$3.18M invested
- 10. SAP SE7.24% of assets$20.6M 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. Arthur J. Gallagher & Co2.3% of assets$6.54M invested
- 2. AutoZone Inc1.78% of assets$5.07M invested
- 3. Steris PLC1.28% of assets$3.66M invested
- 4. Jack Henry & Associates Inc1.02% of assets$2.91M invested
- 5. Roper Technologies Inc2.57% of assets$7.31M invested
- 6. Booking Holdings Inc2% of assets$5.7M invested
- 7. CDW Corp1.31% of assets$3.74M invested
- 8. Intercontinental Exchange Inc2.89% of assets$8.22M invested
- 9. Aon PLC Class A4.05% of assets$11.52M invested
- 10. Broadridge Financial Solutions Inc1.54% of assets$4.39M invested
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Financial performance
Performance data provided by
Find more financial data on IVGTX at Morningstar.com
Find more financial data on IVGTX 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
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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