Defiance Hotel, Airline, and Cruise ETF
Shareclass
Defiance Hotel, Airline, and Cruise ETF (CRUZ)
Type
Exchange-traded fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 100 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
30/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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.
Defiance Hotel, Airline, and Cruise ETF CRUZ
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. Qantas Airways Ltd1.49% of assets$351,606 invested
- 2. Marriott International Inc Class A7.98% of assets$1.88M invested
- 3. Hilton Worldwide Holdings Inc8.14% of assets$1.92M invested
- 4. InterContinental Hotels Group PLC ADR3.91% of assets$922,967 invested
- 5. Accor SA2.54% of assets$598,610 invested
- 6. Choice Hotels International Inc0.7% of assets$165,577 invested
- 7. Shangri-La Asia Ltd0.48% of assets$113,867 invested
- 8. International Consolidated Airlines Group SA2.6% of assets$614,184 invested
- 9. Host Hotels & Resorts Inc1.62% of assets$382,746 invested
- 10. Wyndham Hotels & Resorts Inc Ordinary Shares1.5% of assets$353,713 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. Kyoritsu Maintenance Co Ltd0.59% of assets$139,430 invested
- 2. Apple Hospitality REIT Inc0.74% of assets$174,492 invested
- 3. Japan Hotel REIT Investment Corp0.76% of assets$180,353 invested
- 4. SkyWest Inc0.86% of assets$202,262 invested
- 5. Park Hotels & Resorts Inc0.64% of assets$149,894 invested
- 6. Invincible Investment Corp0.91% of assets$214,859 invested
- 7. Resorttrust Inc0.74% of assets$174,716 invested
- 8. Copa Holdings SA Class A0.66% of assets$156,442 invested
- 9. JetBlue Airways Corp0.52% of assets$122,134 invested
- 10. Air Canada Shs Voting and Variable Voting0.69% of assets$161,878 invested
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Financial performance
Performance data provided by
Find more financial data on CRUZ at Morningstar.com
Find more financial data on CRUZ 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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