Aspiration Redwood Fund
Fund offered by:
Aspiration Funds
Ticker: REDWXMember of USSIFsocially responsible
Gender equality score
Gender equality score

47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

C
59.6
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 966 out of 2,391 funds


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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Member of USSIF
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
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
    1.83% of assets
    $2.69M invested
  • 2. Visa Inc Class A
    3.51% of assets
    $5.16M invested
  • 3. AbbVie Inc
    3.07% of assets
    $4.52M invested
  • 4. Ecolab Inc
    1.64% of assets
    $2.41M invested
  • 5. Microsoft Corp
    6.21% of assets
    $9.15M invested
  • 6. Medtronic PLC
    1.8% of assets
    $2.66M invested
  • 7. Salesforce.com Inc
    2.38% of assets
    $3.51M invested
  • 8. Vertex Pharmaceuticals Inc
    0.98% of assets
    $1.44M invested
  • 9. Starbucks Corp
    3.1% of assets
    $4.56M invested
  • 10. Akamai Technologies Inc
    3.19% of assets
    $4.7M invested
Bottom scoring holdings
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 A
    2.4% of assets
    $3.53M invested
  • 2. Incyte Corp
    1.59% of assets
    $2.34M invested
  • 3. Bio-Rad Laboratories Inc
    3.18% of assets
    $4.68M invested
  • 4. Take-Two Interactive Software Inc
    2.21% of assets
    $3.25M invested
  • 5. AGCO Corp
    1.4% of assets
    $2.07M invested
  • 6. Vail Resorts Inc
    1% of assets
    $1.47M invested
  • 7. MSA Safety Inc
    2.55% of assets
    $3.76M invested
  • 8. Bank OZK
    1.34% of assets
    $1.97M invested
  • 9. SolarEdge Technologies Inc
    0.4% of assets
    $586,225 invested
  • 10. Cadence Design Systems Inc
    2.66% of assets
    $3.91M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on REDWX at Morningstar.com
Gender Equality and Returns
Returns chart for Aspiration Redwood Fund
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.
Benchmarking tool
Current fund
REDWX
Aspiration Redwood Fund
Family
Aspiration Funds
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
0.93% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
0.93% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 5-yr returns 
0.93% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
REDWX - Aspiration Redwood Fund
33%
15%
16%
/
47  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
49  / 100 points
Fund compared to benchmark
 
3.35%
-1.25%
-0.93%
/
2  / 100 points lower
Find more financial data on REDWX at Morningstar.com
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