Carbon Collective Climate Solutions U.S. Equity ETF

Shareclass
Carbon Collective Climate Sol US Eq ETF (CCSO)
Type
Exchange-traded fund
Sustainability mandate
Gender equality score
Gender equality score

43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
25.1
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,909 out of 2,546 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
21/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
5/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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. Sunrun Inc
    0.42% of assets
    $129,833 invested
  • 2. Atlantica Sustainable Infrastructure PLC
    0.33% of assets
    $102,998 invested
  • 3. Owens-Corning Inc
    1.98% of assets
    $617,881 invested
  • 4. Johnson Controls International PLC Registered Shares
    5% of assets
    $1.56M invested
  • 5. Rivian Automotive Inc Class A
    1.29% of assets
    $404,040 invested
  • 6. Commercial Metals Co
    0.8% of assets
    $248,664 invested
  • 7. The Hain Celestial Group Inc
    0.1% of assets
    $31,524 invested
  • 8. Waste Management Inc
    4.7% of assets
    $1.47M invested
  • 9. Carrier Global Corp Ordinary Shares
    4.67% of assets
    $1.46M invested
  • 10. Acuity Brands Inc
    1.19% of assets
    $371,954 invested
Bottom scoring holdings
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. Waste Connections Inc
    4.34% of assets
    $1.35M invested
  • 2. Nucor Corp
    4.33% of assets
    $1.35M invested
  • 3. Steel Dynamics Inc
    2.59% of assets
    $809,361 invested
  • 4. ChargePoint Holdings Inc Ordinary Shares - Class A
    0.07% of assets
    $20,519 invested
  • 5. Lucid Group Inc Shs
    0.66% of assets
    $205,979 invested
  • 6. Installed Building Products Inc
    0.79% of assets
    $246,182 invested
  • 7. QuantumScape Corp Ordinary Shares - Class A
    0.34% of assets
    $105,704 invested
  • 8. NOVONIX Ltd ADR
    0.04% of assets
    $13,647 invested
  • 9. Canadian Solar Inc
    0.12% of assets
    $38,847 invested
  • 10. Plug Power Inc
    0.22% of assets
    $69,311 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on CCSO at Morningstar.com
Gender Equality and Returns
Returns chart for Carbon Collective Climate Solutions U.S. Equity ETF
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
Current fund
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
Family
Carbon Collective Funds
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
14% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
Family
Carbon Collective Funds
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
14% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Current fund
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
Family
Carbon Collective Funds
Category
Mid-Cap Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 1-yr returns 
14% less  in annualized returns
Lower overall gender equality score 
12 / 100 points lower
Lower gender balance in leadership and workforce score 
6 / 40 points lower
Lower equal compensation and work life balance score 
5 / 30 points lower
Lower policies promoting gender equality score 
1 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
CCSO - Carbon Collective Climate Solutions U.S. Equity ETF
23%
/
/
/
43  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
55  / 100 points
Fund compared to benchmark
 
-14.48%
/
/
/
12  / 100 points lower
Find more financial data on CCSO at Morningstar.com
What's next?
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