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: Sector Equity Funds
Ranking: 676 out of 867 funds
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Groups
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
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.
AAM Transformers ETF TRFM
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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 ADR0.52% of assets$257,611 invested
- 2. Mastercard Inc Class A0.78% of assets$383,136 invested
- 3. Halma PLC ADR0.29% of assets$141,679 invested
- 4. Uber Technologies Inc0.74% of assets$365,101 invested
- 5. Autodesk Inc0.81% of assets$400,030 invested
- 6. Affirm Holdings Inc Ordinary Shares - Class A0.3% of assets$147,545 invested
- 7. Globant SA0.25% of assets$123,488 invested
- 8. Microsoft Corp0.74% of assets$364,879 invested
- 9. Salesforce Inc0.74% of assets$362,823 invested
- 10. Legrand SA ADR0.51% of assets$249,672 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 Inc0.31% of assets$151,323 invested
- 2. SoundHound AI Inc Ordinary Shares - Class A0.29% of assets$141,491 invested
- 3. RBC Bearings Inc0.31% of assets$154,450 invested
- 4. Kratos Defense & Security Solutions Inc0.38% of assets$184,642 invested
- 5. Roblox Corp Ordinary Shares - Class A0.82% of assets$404,649 invested
- 6. Shopify Inc Registered Shs -A- Subord Vtg0.54% of assets$263,716 invested
- 7. Rocket Lab USA Inc0.33% of assets$161,278 invested
- 8. Clearwater Analytics Holdings Inc Class A0.32% of assets$158,281 invested
- 9. Palantir Technologies Inc Ordinary Shares - Class A0.77% of assets$379,378 invested
- 10. Coupang Inc Ordinary Shares - Class A0.78% of assets$382,569 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
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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