AXS Esoterica Nextg Economy ETF
Shareclass
AXS Esoterica NextG Economy ETF (WUGI)
Type
Exchange-traded fund
Manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 562 out of 867 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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.
AXS Esoterica Nextg Economy ETF WUGI
Environment
Social
Search more funds
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. Salesforce Inc5.81% of assets$1.81M invested
- 2. Microsoft Corp0.54% of assets$167,799 invested
- 3. ServiceNow Inc1.01% of assets$312,883 invested
- 4. Meta Platforms Inc Class A13% of assets$3.97M invested
- 5. Cloudflare Inc1.38% of assets$428,447 invested
- 6. HubSpot Inc1.48% of assets$460,460 invested
- 7. Alphabet Inc Class C1.52% of assets$473,377 invested
- 8. Amazon.com Inc8.51% of assets$2.64M invested
- 9. Oracle Corp0.88% of assets$271,930 invested
- 10. NVIDIA Corp4.39% of assets$1.36M 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. Klaviyo Inc Class A common stock0.93% of assets$289,134 invested
- 2. Snowflake Inc Ordinary Shares - Class A3.74% of assets$1.16M invested
- 3. Zscaler Inc1.48% of assets$459,541 invested
- 4. Broadcom Inc7.63% of assets$2.37M invested
- 5. Marvell Technology Inc1.69% of assets$523,468 invested
- 6. Take-Two Interactive Software Inc2.27% of assets$706,101 invested
- 7. Datadog Inc Class A0.42% of assets$131,453 invested
- 8. AppLovin Corp Ordinary Shares - Class A2.66% of assets$825,382 invested
- 9. Synopsys Inc5.25% of assets$1.63M invested
- 10. Duolingo Inc3.52% of assets$1.09M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on WUGI at Morningstar.com
Find more financial data on WUGI 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.
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer