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. Equity Fund
Ranking: 1,848 out of 2,538 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
5/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
See the impact of your investments
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
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. Procter & Gamble Co0.04% of assets$10,079 invested
- 2. PayPal Holdings Inc0.94% of assets$245,320 invested
- 3. Jones Lang LaSalle Inc0.91% of assets$236,506 invested
- 4. Johnson & Johnson0.06% of assets$15,631 invested
- 5. Autodesk Inc0.03% of assets$6,856 invested
- 6. The Goldman Sachs Group Inc1.46% of assets$380,000 invested
- 7. Microsoft Corp1.43% of assets$372,730 invested
- 8. BlackRock Inc0.23% of assets$58,513 invested
- 9. Amgen Inc0.1% of assets$26,183 invested
- 10. GE Aerospace0.03% of assets$7,457 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-1.18% of assets$307,579 invested
- 2. RBC Bearings Inc0.02% of assets$4,600 invested
- 3. Globus Medical Inc Class A0.95% of assets$246,458 invested
- 4. Palantir Technologies Inc Ordinary Shares - Class A0.1% of assets$25,465 invested
- 5. Markel Group Inc1.04% of assets$269,153 invested
- 6. Ollie's Bargain Outlet Holdings Inc1.15% of assets$297,851 invested
- 7. AutoNation Inc1.01% of assets$262,444 invested
- 8. Steel Dynamics Inc0.11% of assets$27,888 invested
- 9. Berkshire Hathaway Inc Class B1.15% of assets$298,087 invested
- 10. Sterling Infrastructure Inc1.4% of assets$362,816 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 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
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