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M*: Gender And Diversity Funds: Intentional Or Not?

FYI: A prospectus or press release can state a fund’s support for gender-diversity initiatives, but their voting records show their conviction.

With this in mind, we took a closer look at the level of conviction behind the funds that Morningstar identifies as “gender and diversity intentional.” These are funds that seek to make a measurable impact, alongside financial return, by investing in companies with a record of measuring and improving gender and diversity or related initiatives.
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