Cambria Tax Aware ETF
Shareclass
Cambria Tax Aware ETF (TAX)
Type
Exchange-traded fund
Manager
Gender equality score
44
/ 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: 1,435 out of 1,447 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
Cambria Tax Aware ETF TAX
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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. PayPal Holdings Inc0.95% of assets$261,863 invested
- 2. Jones Lang LaSalle Inc0.84% of assets$231,608 invested
- 3. Autodesk Inc0.03% of assets$7,403 invested
- 4. Expedia Group Inc0.97% of assets$266,967 invested
- 5. BlackRock Inc0.23% of assets$62,713 invested
- 6. Schlumberger Ltd0.14% of assets$37,512 invested
- 7. GE Aerospace0.03% of assets$9,099 invested
- 8. Jacobs Solutions Inc1% of assets$274,450 invested
- 9. Stryker Corp0.06% of assets$16,836 invested
- 10. Meta Platforms Inc Class A0.14% of assets$38,849 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. Liberty Broadband Corp Registered Shs Series -A-1.17% of assets$320,877 invested
- 2. RBC Bearings Inc0.02% of assets$5,122 invested
- 3. Palantir Technologies Inc Ordinary Shares - Class A0.1% of assets$28,333 invested
- 4. Markel Group Inc1.05% of assets$287,372 invested
- 5. Ollie's Bargain Outlet Holdings Inc1.14% of assets$312,840 invested
- 6. AutoNation Inc1.01% of assets$277,062 invested
- 7. Globus Medical Inc Class A0.74% of assets$203,224 invested
- 8. Steel Dynamics Inc0.1% of assets$26,460 invested
- 9. Berkshire Hathaway Inc Class B1.03% of assets$281,714 invested
- 10. Sterling Infrastructure Inc1.66% of assets$456,488 invested
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Financial performance
Performance data provided by
Find more financial data on TAX at Morningstar.com
Find more financial data on TAX at Morningstar.comGender Equality and Returns
Less than one year of returns available
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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