ClearBridge Sustainable Infrastructure ETF
Shareclass
ClearBridge Sustainable Infras ETF (INFR)
Type
Exchange-traded fund
Gender equality score
61
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
30/40
Equal compensation and work life balance
12/30
Policies promoting gender equality
18/20
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.
ClearBridge Sustainable Infrastructure ETF INFR
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. Transurban Group2.02% of assets$191,659 invested
- 2. National Grid PLC3.36% of assets$319,079 invested
- 3. Iberdrola SA2.68% of assets$254,458 invested
- 4. Enel SpA4.57% of assets$434,079 invested
- 5. Redeia Corporacion SA5.64% of assets$535,816 invested
- 6. Severn Trent PLC5.3% of assets$503,580 invested
- 7. SSE PLC3.56% of assets$338,579 invested
- 8. EDP SA3.21% of assets$304,777 invested
- 9. Exelon Corp3.93% of assets$373,382 invested
- 10. Terna SpA3.18% of assets$302,294 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. CSX Corp3.81% of assets$361,793 invested
- 2. NextEra Energy Inc4.48% of assets$425,572 invested
- 3. Vinci SA4.02% of assets$381,632 invested
- 4. Crown Castle Inc3.75% of assets$356,295 invested
- 5. Ferrovial SE4.75% of assets$451,193 invested
- 6. Hydro One Ltd3.36% of assets$318,782 invested
- 7. E.ON SE3.24% of assets$307,502 invested
- 8. Pennon Group PLC3.18% of assets$302,163 invested
- 9. Entergy Corp3.36% of assets$318,940 invested
- 10. PG&E Corp2.26% of assets$214,495 invested
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Financial performance
Performance data provided by
Find more financial data on INFR at Morningstar.com
Find more financial data on INFR 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.
Benchmarking tool
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