Alger Weatherbie Enduring Growth ETF
Shareclass
Alger Weatherbie Enduring Growth ETF (AWEG)
Type
Exchange-traded fund
Manager
Gender equality score
36
/ 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: 1,069 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
13/20
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.
Alger Weatherbie Enduring Growth ETF AWEG
Environment
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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. HubSpot Inc3.85% of assets$190,538 invested
- 2. Insulet Corp0.51% of assets$25,027 invested
- 3. Palomar Holdings Inc3.22% of assets$159,467 invested
- 4. XPO Inc2.81% of assets$139,328 invested
- 5. Natera Inc4.53% of assets$224,450 invested
- 6. Semtech Corp1.28% of assets$63,312 invested
- 7. Casella Waste Systems Inc Class A5.01% of assets$248,134 invested
- 8. TransDigm Group Inc14% of assets$682,820 invested
- 9. Glaukos Corp0.51% of assets$25,270 invested
- 10. Waste Connections Inc8.29% of assets$410,341 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. Agilysys Inc1.07% of assets$53,061 invested
- 2. Heico Corp4.4% of assets$217,838 invested
- 3. ACADIA Pharmaceuticals Inc4.68% of assets$231,964 invested
- 4. Upstart Holdings Inc Ordinary Shares4.45% of assets$220,614 invested
- 5. Ollie's Bargain Outlet Holdings Inc2.21% of assets$109,221 invested
- 6. FirstService Corp Ordinary Shares11% of assets$521,449 invested
- 7. Impinj Inc1.7% of assets$84,198 invested
- 8. SiteOne Landscape Supply Inc3.3% of assets$163,184 invested
- 9. The Trade Desk Inc Class A2.77% of assets$137,352 invested
- 10. RXO Inc1.04% of assets$51,373 invested
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Financial performance
Performance data provided by
Find more financial data on AWEG at Morningstar.com
Find more financial data on AWEG 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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