Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
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.
Astoria Real Asset ETF PPI
Environment
Social
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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. Shell PLC4.65% of assets$2.35M invested
- 2. Bank of America Corp1.64% of assets$830,302 invested
- 3. Citigroup Inc0.68% of assets$346,218 invested
- 4. JPMorgan Chase & Co3.52% of assets$1.78M invested
- 5. Wells Fargo & Co1.21% of assets$613,446 invested
- 6. Jones Lang LaSalle Inc0.67% of assets$338,397 invested
- 7. The Goldman Sachs Group Inc0.88% of assets$445,773 invested
- 8. Holcim Ltd1.17% of assets$590,658 invested
- 9. Rolls-Royce Holdings PLC4.06% of assets$2.05M invested
- 10. Rio Tinto PLC Registered Shares1.43% of assets$721,000 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. MARA Holdings Inc1.24% of assets$628,222 invested
- 2. Mueller Industries Inc0.7% of assets$356,031 invested
- 3. MasTec Inc0.81% of assets$409,419 invested
- 4. Vertiv Holdings Co Class A0.91% of assets$459,986 invested
- 5. Steel Dynamics Inc2.48% of assets$1.26M invested
- 6. Canadian Natural Resources Ltd1.58% of assets$797,086 invested
- 7. Cleanspark Inc1.26% of assets$636,377 invested
- 8. Lamar Advertising Co Class A0.67% of assets$339,406 invested
- 9. Advanced Drainage Systems Inc0.64% of assets$322,799 invested
- 10. Allison Transmission Holdings Inc0.62% of assets$315,424 invested
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Financial performance
Performance data provided by
Find more financial data on PPI at Morningstar.com
Find more financial data on PPI at Morningstar.comGender 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.
Benchmarking tool
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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