Aspiration Redwood Fund
Shareclass
Aspiration Redwood (REDWX)
Type
Open-end mutual fund
Manager
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: U.S. Large Cap Equity
Ranking: 1,277 out of 1,447 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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
Environment
Social
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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.
Positive Investment. More
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. International Flavors & Fragrances Inc1.68% of assets$2.25M invested
- 2. Microsoft Corp7.38% of assets$9.9M invested
- 3. Salesforce Inc0.87% of assets$1.17M invested
- 4. Ecolab Inc1.28% of assets$1.71M invested
- 5. ServiceNow Inc2.56% of assets$3.43M invested
- 6. American Water Works Co Inc1.52% of assets$2.04M invested
- 7. Visa Inc Class A4.89% of assets$6.57M invested
- 8. Walmart Inc1.76% of assets$2.37M invested
- 9. UnitedHealth Group Inc3.21% of assets$4.3M invested
- 10. Vertex Pharmaceuticals Inc1.65% of assets$2.22M 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. Advanced Drainage Systems Inc0.93% of assets$1.25M invested
- 2. Zscaler Inc2.23% of assets$2.99M invested
- 3. Hayward Holdings Inc0.83% of assets$1.11M invested
- 4. Broadcom Inc2.33% of assets$3.12M invested
- 5. Option Care Health Inc0.78% of assets$1.05M invested
- 6. Bio-Rad Laboratories Inc Class A1.46% of assets$1.96M invested
- 7. Take-Two Interactive Software Inc4.77% of assets$6.4M invested
- 8. Bloom Energy Corp Class A0.75% of assets$1M invested
- 9. Micron Technology Inc1.44% of assets$1.93M invested
- 10. MSA Safety Inc1.07% of assets$1.43M 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
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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