Bahl & Gaynor Dividend ETF
Shareclass
Bahl & Gaynor Dividend ETF (BGDV)
Type
Exchange-traded 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. Large Cap Equity
Ranking: 1,270 out of 1,447 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
19/20
Commitment, transparency, and accountability
0/10
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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.
Bahl & Gaynor Dividend ETF BGDV
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. Procter & Gamble Co1.32% of assets$8.31M invested
- 2. JPMorgan Chase & Co1.86% of assets$11.68M invested
- 3. Accenture PLC Class A1.31% of assets$8.22M invested
- 4. PepsiCo Inc0.45% of assets$2.83M invested
- 5. Mondelez International Inc Class A2.9% of assets$18.27M invested
- 6. The Hartford Insurance Group Inc2.76% of assets$17.39M invested
- 7. Sempra1.49% of assets$9.35M invested
- 8. Booz Allen Hamilton Holding Corp Class A1.42% of assets$8.95M invested
- 9. Chevron Corp0.81% of assets$5.08M invested
- 10. AbbVie Inc2.93% of assets$18.42M 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. Evercore Inc Class A0.98% of assets$6.14M invested
- 2. Cintas Corp4.2% of assets$26.45M invested
- 3. Encompass Health Corp1.24% of assets$7.83M invested
- 4. NextEra Energy Inc2.12% of assets$13.33M invested
- 5. Broadcom Inc5.85% of assets$36.79M invested
- 6. Snap-on Inc1.06% of assets$6.65M invested
- 7. American Financial Group Inc0.82% of assets$5.19M invested
- 8. D.R. Horton Inc0.53% of assets$3.35M invested
- 9. KKR & Co Inc Ordinary Shares1.3% of assets$8.2M invested
- 10. Western Digital Corp0.58% of assets$3.66M invested
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Financial performance
Performance data provided by
Find more financial data on BGDV at Morningstar.com
Find more financial data on BGDV at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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