Capital Group Dividend Value ETF
Shareclass
Capital Group Dividend Value ETF (CGDV)
Type
Exchange-traded fund
Manager
Gender equality score
57
/ 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: 171 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
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.
Capital Group Dividend Value ETF CGDV
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. JPMorgan Chase & Co1.95% of assets$278.97M invested
- 2. Recruit Holdings Co Ltd0.48% of assets$69.01M invested
- 3. Uber Technologies Inc1.11% of assets$158.43M invested
- 4. Philip Morris International Inc4.12% of assets$589.6M invested
- 5. Hasbro Inc0.98% of assets$140.84M invested
- 6. Mondelez International Inc Class A0.71% of assets$101.63M invested
- 7. Microsoft Corp4.45% of assets$637.68M invested
- 8. Salesforce Inc1.08% of assets$154.34M invested
- 9. McDonald's Corp1.67% of assets$238.76M invested
- 10. British American Tobacco PLC3.15% of assets$450.82M 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. Canadian Natural Resources Ltd0.91% of assets$130.58M invested
- 2. Broadcom Inc2.61% of assets$373.8M invested
- 3. International Paper Co2.19% of assets$313.65M invested
- 4. Las Vegas Sands Corp2.07% of assets$295.98M invested
- 5. First Citizens BancShares Inc Class A1.58% of assets$226.44M invested
- 6. Medtronic PLC1.28% of assets$183.06M invested
- 7. General Dynamics Corp1.46% of assets$209.03M invested
- 8. Linde PLC1.75% of assets$250.99M invested
- 9. Illinois Tool Works Inc1.14% of assets$162.86M invested
- 10. EOG Resources Inc0.73% of assets$104.66M invested
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Financial performance
Performance data provided by
Find more financial data on CGDV at Morningstar.com
Find more financial data on CGDV 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.
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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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