Gender equality score
47
/ 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: 988 out of 1,100 funds
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Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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.
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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. Schneider Electric SE ADR0.51% of assets$259,575 invested
- 2. Mastercard Inc Class A0.76% of assets$383,094 invested
- 3. Halma PLC ADR0.31% of assets$159,028 invested
- 4. Uber Technologies Inc0.8% of assets$405,941 invested
- 5. Autodesk Inc0.83% of assets$419,054 invested
- 6. Affirm Holdings Inc Ordinary Shares - Class A0.32% of assets$162,466 invested
- 7. Globant SA0.24% of assets$123,331 invested
- 8. Microsoft Corp0.76% of assets$384,193 invested
- 9. Salesforce Inc0.72% of assets$363,296 invested
- 10. Legrand SA ADR0.51% of assets$260,188 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. Astera Labs Inc0.33% of assets$165,626 invested
- 2. SoundHound AI Inc Ordinary Shares - Class A0.32% of assets$161,878 invested
- 3. RBC Bearings Inc0.31% of assets$157,714 invested
- 4. Kratos Defense & Security Solutions Inc0.41% of assets$210,109 invested
- 5. Roblox Corp Ordinary Shares - Class A0.92% of assets$465,461 invested
- 6. Shopify Inc Registered Shs -A- Subord Vtg0.52% of assets$262,390 invested
- 7. Rocket Lab USA Inc0.39% of assets$196,546 invested
- 8. Clearwater Analytics Holdings Inc Class A0.27% of assets$134,302 invested
- 9. Palantir Technologies Inc Ordinary Shares - Class A1.05% of assets$532,388 invested
- 10. Coupang Inc Ordinary Shares - Class A0.8% of assets$407,690 invested
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Financial performance
Performance data provided by
Find more financial data on TRFM at Morningstar.com
Find more financial data on TRFM at Morningstar.comGender Equality and Returns
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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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