AdvisorShares Insider Advantage ETF
Shareclass
AdvisorShares Insider Advantage ETF (SURE)
Type
Exchange-traded fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 189 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
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.
AdvisorShares Insider Advantage ETF SURE
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. Mastercard Inc Class A1.04% of assets$473,750 invested
- 2. New York Times Co Class A1.09% of assets$496,430 invested
- 3. Hilton Worldwide Holdings Inc1.06% of assets$484,458 invested
- 4. Moodys Corp1.02% of assets$463,982 invested
- 5. Kimberly-Clark Corp1.04% of assets$473,689 invested
- 6. Colgate-Palmolive Co0.95% of assets$431,427 invested
- 7. Mondelez International Inc Class A0.95% of assets$433,286 invested
- 8. The Hartford Insurance Group Inc1.02% of assets$464,438 invested
- 9. Altria Group Inc1% of assets$453,545 invested
- 10. McDonald's Corp0.94% of assets$426,836 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. TKO Group Holdings Inc0.93% of assets$423,562 invested
- 2. Dillard's Inc Class A1.1% of assets$501,361 invested
- 3. Chemed Corp0.96% of assets$436,304 invested
- 4. Lennar Corp Class A0.9% of assets$408,620 invested
- 5. Old Dominion Freight Line Inc Ordinary Shares1.02% of assets$463,692 invested
- 6. Coca-Cola Consolidated Inc0.8% of assets$365,734 invested
- 7. BGC Group Inc Ordinary Shares Class A0.97% of assets$442,229 invested
- 8. Wingstop Inc1.46% of assets$664,948 invested
- 9. Gentex Corp0.94% of assets$426,633 invested
- 10. Reliance Inc1% of assets$454,164 invested
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Financial performance
Performance data provided by
Find more financial data on SURE at Morningstar.com
Find more financial data on SURE 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.
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