Aspiration Redwood Fund
Fund offered by:
Ticker: REDWX
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 966 out of 2,391 funds
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Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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.
Aspiration Redwood Fund [REDWX]
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
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US-SIF member fund managers: want to update your statement? Contact us
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. Procter & Gamble Co1.83% of assets$2.69M invested
- 2. Visa Inc Class A3.51% of assets$5.16M invested
- 3. AbbVie Inc3.07% of assets$4.52M invested
- 4. Ecolab Inc1.64% of assets$2.41M invested
- 5. Microsoft Corp6.21% of assets$9.15M invested
- 6. Medtronic PLC1.8% of assets$2.66M invested
- 7. Salesforce.com Inc2.38% of assets$3.51M invested
- 8. Vertex Pharmaceuticals Inc0.98% of assets$1.44M invested
- 9. Starbucks Corp3.1% of assets$4.56M invested
- 10. Akamai Technologies Inc3.19% of assets$4.7M 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. The AZEK Co Inc Class A2.4% of assets$3.53M invested
- 2. Incyte Corp1.59% of assets$2.34M invested
- 3. Bio-Rad Laboratories Inc3.18% of assets$4.68M invested
- 4. Take-Two Interactive Software Inc2.21% of assets$3.25M invested
- 5. AGCO Corp1.4% of assets$2.07M invested
- 6. Vail Resorts Inc1% of assets$1.47M invested
- 7. MSA Safety Inc2.55% of assets$3.76M invested
- 8. Bank OZK1.34% of assets$1.97M invested
- 9. SolarEdge Technologies Inc0.4% of assets$586,225 invested
- 10. Cadence Design Systems Inc2.66% of assets$3.91M invested
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Financial performance
Performance data provided by
Find more financial data on REDWX at Morningstar.com
Find more financial data on REDWX 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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