Alpha Blue Capital US Small-Mid Cap Dynamic ETF
Shareclass
Alpha Blue Capital US Sm-Md Cp Dyn ETF (ABCS)
Type
Exchange-traded fund
Manager
Gender equality score
50
/ 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: 92 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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.
Alpha Blue Capital US Small-Mid Cap Dynamic ETF ABCS
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. International Flavors & Fragrances Inc0.43% of assets$45,033 invested
- 2. Biogen Inc0.54% of assets$56,448 invested
- 3. JM Smucker Co0.43% of assets$45,083 invested
- 4. Science Applications International Corp0.3% of assets$30,768 invested
- 5. PayPal Holdings Inc0.5% of assets$52,120 invested
- 6. Jones Lang LaSalle Inc0.91% of assets$94,896 invested
- 7. Expedia Group Inc1.43% of assets$148,501 invested
- 8. BioMarin Pharmaceutical Inc0.54% of assets$56,057 invested
- 9. Edison International0.57% of assets$59,104 invested
- 10. Target Corp0.31% of assets$31,959 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. Lennar Corp Class A0.51% of assets$53,286 invested
- 2. Canadian Natural Resources Ltd1.1% of assets$114,183 invested
- 3. Allison Transmission Holdings Inc0.41% of assets$42,153 invested
- 4. Essent Group Ltd0.73% of assets$76,090 invested
- 5. Wintrust Financial Corp0.67% of assets$69,493 invested
- 6. Federal Agricultural Mortgage Corp Class C0.37% of assets$38,244 invested
- 7. Starwood Property Trust Inc0.44% of assets$45,887 invested
- 8. World Kinect Corp0.54% of assets$55,958 invested
- 9. Americold Realty Trust Inc0.37% of assets$38,415 invested
- 10. Jefferies Financial Group Inc0.35% of assets$36,038 invested
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Financial performance
Performance data provided by
Find more financial data on ABCS at Morningstar.com
Find more financial data on ABCS 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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