AdvisorShares Restaurant ETF
Shareclass
AdvisorShares Restaurant ETF (EATZ)
Type
Exchange-traded fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
16/20
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 Restaurant ETF EATZ
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. McDonald's Corp1.39% of assets$50,253 invested
- 2. Yum Brands Inc3.39% of assets$122,100 invested
- 3. Yum China Holdings Inc1.81% of assets$65,321 invested
- 4. DoorDash Inc Ordinary Shares - Class A4.48% of assets$161,711 invested
- 5. Shake Shack Inc Class A2.48% of assets$89,281 invested
- 6. Darden Restaurants Inc6% of assets$216,444 invested
- 7. Chipotle Mexican Grill Inc3.32% of assets$119,712 invested
- 8. US Foods Holding Corp4.72% of assets$170,115 invested
- 9. Domino's Pizza Inc4.35% of assets$156,809 invested
- 10. Texas Roadhouse Inc4.86% of assets$175,228 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. Wingstop Inc2.38% of assets$85,869 invested
- 2. Cava Group Inc0.96% of assets$34,450 invested
- 3. Sweetgreen Inc Ordinary Shares - Class A0.98% of assets$35,444 invested
- 4. Dutch Bros Inc Class A4.08% of assets$147,132 invested
- 5. Aramark2.2% of assets$79,344 invested
- 6. Cheesecake Factory Inc5.8% of assets$208,971 invested
- 7. Brinker International Inc6.86% of assets$247,232 invested
- 8. Texas Roadhouse Inc4.86% of assets$175,228 invested
- 9. Domino's Pizza Inc4.35% of assets$156,809 invested
- 10. US Foods Holding Corp4.72% of assets$170,115 invested
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Financial performance
Performance data provided by
Find more financial data on EATZ at Morningstar.com
Find more financial data on EATZ 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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