Affinity World Leaders Equity ETF
Shareclass
Affinity World Leaders Equity ETF (WLDR)
Type
Exchange-traded fund
Gender equality score
52
/ 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: 836 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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.
Affinity World Leaders Equity ETF WLDR
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. Vodafone Group PLC0.53% of assets$162,078 invested
- 2. Astellas Pharma Inc1.09% of assets$333,603 invested
- 3. Coles Group Ltd0.29% of assets$87,403 invested
- 4. Intesa Sanpaolo0.8% of assets$245,540 invested
- 5. UniCredit SpA0.77% of assets$233,641 invested
- 6. Tesco PLC0.32% of assets$98,128 invested
- 7. PayPal Holdings Inc0.51% of assets$155,646 invested
- 8. Philip Morris International Inc0.82% of assets$249,843 invested
- 9. Northern Star Resources Ltd0.3% of assets$92,626 invested
- 10. Michelin0.71% of assets$216,692 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. Carvana Co Class A2.93% of assets$895,054 invested
- 2. Central Japan Railway Co0.3% of assets$90,235 invested
- 3. Konami Group Corp0.7% of assets$213,581 invested
- 4. Charter Communications Inc Class A1.87% of assets$571,332 invested
- 5. Suzuki Motor Corp0.7% of assets$213,856 invested
- 6. SS&C Technologies Holdings Inc1.73% of assets$529,276 invested
- 7. Canon Inc0.43% of assets$131,516 invested
- 8. Tyson Foods Inc Class A0.48% of assets$147,221 invested
- 9. Hitachi Ltd0.82% of assets$251,075 invested
- 10. Tokyo Gas Co Ltd0.33% of assets$99,559 invested
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Financial performance
Performance data provided by
Find more financial data on WLDR at Morningstar.com
Find more financial data on WLDR 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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