Affinity World Leaders Equity ETF
Shareclass
Affinity World Leaders Equity ETF (WLDR)
Type
Exchange-traded fund
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 766 out of 1,095 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
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. GSK PLC0.87% of assets$429,530 invested
- 2. Aviva PLC0.53% of assets$258,462 invested
- 3. Orange SA0.59% of assets$290,096 invested
- 4. Fortescue Ltd0.27% of assets$130,412 invested
- 5. Rio Tinto Ltd0.26% of assets$129,636 invested
- 6. Vodafone Group PLC0.62% of assets$302,266 invested
- 7. AXA SA0.58% of assets$284,687 invested
- 8. Astellas Pharma Inc0.7% of assets$343,416 invested
- 9. UniCredit SpA0.9% of assets$440,792 invested
- 10. Halma PLC0.77% of assets$379,601 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. Konami Group Corp0.34% of assets$167,027 invested
- 2. AppLovin Corp Ordinary Shares - Class A2.04% of assets$1M invested
- 3. Central Japan Railway Co0.21% of assets$105,082 invested
- 4. Charter Communications Inc Class A1.65% of assets$808,385 invested
- 5. Comfort Systems USA Inc0.57% of assets$280,984 invested
- 6. Galaxy Entertainment Group Ltd0.28% of assets$135,035 invested
- 7. Suzuki Motor Corp0.65% of assets$319,002 invested
- 8. SS&C Technologies Holdings Inc1.73% of assets$848,181 invested
- 9. Sumitomo Corp0.34% of assets$165,925 invested
- 10. Nitto Denko Corp0.27% of assets$131,045 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
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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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