PFG Invesco® Equity Factor Rotation Strategy Fund
Shareclass
PFG Invesco® Eq Fact Rotation Strtgy I (PFIOX)
Type
Open-end mutual fund
Manager
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
How we track deforestation-risk investments
D
16.36%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
116
holdings flagged
16%
of assets flagged
This fund contains
$9.62 MILLION invested
in holdings flagged for deforestation riskTake action
Commodity producers
19 holdings
0.61% of assets
$359,303 invested
Banks and lenders
22 holdings
2.28% of assets
$1.34 MILLION invested
Major consumer brands
81 holdings
14% of assets
$8.01 MILLION invested
Commodity producers
19 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
19 HOLDINGS
- % of portfolio$ invested
- 1. Archer-Daniels Midland Co
0.07%0.07% of portfolio$38,313$38,313 invested - 2. Ptt PCL Units Non-Voting Depository Receipt0.06%0.06% of portfolio$37,592$37,592 invested
- 3. United Plantation Bhd0.05%0.05% of portfolio$29,645$29,645 invested
- 4. Klabin SA Ctf de Deposito de Acoes Cons of 1 Sh ' 4 Pfd Shs
0.05%0.05% of portfolio$29,202$29,202 invested - 5. Wilmar International Ltd0.05%0.05% of portfolio$27,823$27,823 invested
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Banks and lenders
22 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
22 HOLDINGS
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Major consumer brands
81 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
81 HOLDINGS
- % of portfolio$ invested
- 1. Costco Wholesale Corp
2.04%2.04% of portfolio$1.2M$1.2M invested - 2. Amazon.com Inc
2.03%2.03% of portfolio$1.2M$1.2M invested - 3. Walmart Inc1.73%1.73% of portfolio$1.02M$1.02M invested
- 4. Procter & Gamble Co1.11%1.11% of portfolio$655,622$655,622 invested
- 5. Johnson & Johnson1.03%1.03% of portfolio$607,211$607,211 invested
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DATA AS OF 31 Jan 2025
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.
PFG Invesco® Equity Factor Rotation Strategy Fund PFIOX
Environment
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Financial performance
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Find more financial data on PFIOX at Morningstar.com
Find more financial data on PFIOX at Morningstar.comTake Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
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