Aspiration Redwood Fund | Gender equality score

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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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 Co
1.9% of assets
$2.59M invested
2. Vertex Pharmaceuticals Inc
2.56% of assets
$3.49M invested
3. Visa Inc Class A
3.61% of assets
$4.91M invested
4. AbbVie Inc
3.37% of assets
$4.58M invested
5. Microsoft Corp
6.21% of assets
$8.45M invested
6. VMware Inc Class A
3.21% of assets
$4.37M invested
7. Ford Motor Co
1.16% of assets
$1.57M invested
8. Ecolab Inc
1.32% of assets
$1.79M invested
9. Synchrony Financial
1.84% of assets
$2.5M invested
10. The Estee Lauder Companies Inc Class A
1.21% of assets
$1.64M 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. Take-Two Interactive Software Inc
1.88% of assets
$2.56M invested
2. Sweetgreen Inc Ordinary Shares - Class A
1.01% of assets
$1.37M invested
3. Bank OZK
1.71% of assets
$2.32M invested
4. Coursera Inc
0.39% of assets
$536,368 invested
5. Bio-Rad Laboratories Inc Class A
2.35% of assets
$3.19M invested
6. Maravai LifeSciences Holdings Inc Ordinary Shares - Class A
0.73% of assets
$989,106 invested
7. The AZEK Co Inc Class A
1.35% of assets
$1.83M invested
8. Lazard Ltd Shs A
0.8% of assets
$1.1M invested
9. Advanced Micro Devices Inc
3.06% of assets
$4.17M invested
10. Sprouts Farmers Market Inc
1.28% of assets
$1.74M invested

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Financial performance

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Find more financial data on REDWX at Morningstar.com

Gender Equality and Returns

Returns chart for Aspiration Redwood Fund

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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.

Benchmarking tool

Current fund

REDWX

Aspiration Redwood Fund

Family

Aspiration Funds

Category

Large Blend

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.87% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

REDWX

Aspiration Redwood Fund

Family

Aspiration Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.87% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

REDWX

Aspiration Redwood Fund

Family

Aspiration Funds

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.87% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 6/30/22

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
REDWX - Aspiration Redwood Fund

-13.68%

8.54%

9.4%

48 / 100 points

Benchmark

-10.64%

11%

13%

50 / 100 points

Fund compared to benchmark

-3.04%

-2.03%

-1.87%

2 / 100 points lower

Find more financial data on REDWX at Morningstar.com

What's next?

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