Gender equality score
48
/ 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: 1,038 out of 2,426 funds
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Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
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]
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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 Co1.9% of assets$2.59M invested
- 2. Vertex Pharmaceuticals Inc2.56% of assets$3.49M invested
- 3. Visa Inc Class A3.61% of assets$4.91M invested
- 4. AbbVie Inc3.37% of assets$4.58M invested
- 5. Microsoft Corp6.21% of assets$8.45M invested
- 6. VMware Inc Class A3.21% of assets$4.37M invested
- 7. Ford Motor Co1.16% of assets$1.57M invested
- 8. Ecolab Inc1.32% of assets$1.79M invested
- 9. Synchrony Financial1.84% of assets$2.5M invested
- 10. The Estee Lauder Companies Inc Class A1.21% 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 Inc1.88% of assets$2.56M invested
- 2. Sweetgreen Inc Ordinary Shares - Class A1.01% of assets$1.37M invested
- 3. Bank OZK1.71% of assets$2.32M invested
- 4. Coursera Inc0.39% of assets$536,368 invested
- 5. Bio-Rad Laboratories Inc Class A2.35% of assets$3.19M invested
- 6. Maravai LifeSciences Holdings Inc Ordinary Shares - Class A0.73% of assets$989,106 invested
- 7. The AZEK Co Inc Class A1.35% of assets$1.83M invested
- 8. Lazard Ltd Shs A0.8% of assets$1.1M invested
- 9. Advanced Micro Devices Inc3.06% of assets$4.17M invested
- 10. Sprouts Farmers Market Inc1.28% of assets$1.74M invested
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Financial performance
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Gender 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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