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. Equity Fund
Ranking: 1,064 out of 2,548 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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
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 Inc2.23% of assets$3.27M invested
- 2. Ecolab Inc1.43% of assets$2.09M invested
- 3. Starbucks Corp1.36% of assets$2M invested
- 4. Microsoft Corp7.86% of assets$11.52M invested
- 5. American Water Works Co Inc0.88% of assets$1.3M invested
- 6. Salesforce Inc2.16% of assets$3.16M invested
- 7. Target Corp1.19% of assets$1.74M invested
- 8. AbbVie Inc2.31% of assets$3.38M invested
- 9. Adobe Inc2.26% of assets$3.31M invested
- 10. UnitedHealth Group Inc4.22% of assets$6.19M 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. Rivian Automotive Inc Class A0.98% of assets$1.43M invested
- 2. Hayward Holdings Inc0.8% of assets$1.18M invested
- 3. Costco Wholesale Corp4.32% of assets$6.33M invested
- 4. Broadcom Inc1.55% of assets$2.27M invested
- 5. MSA Safety Inc1.85% of assets$2.71M invested
- 6. Sprouts Farmers Market Inc1.35% of assets$1.98M invested
- 7. Cadence Design Systems Inc2.54% of assets$3.72M invested
- 8. Regal Rexnord Corp1.15% of assets$1.68M invested
- 9. Take-Two Interactive Software Inc3.49% of assets$5.12M invested
- 10. ON Semiconductor Corp0.65% of assets$958,050 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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