Doubleline Fortune 500 Equal Weight ETF
Shareclass
DoubleLine Fortune 500 Equal Weight ETF (DFVE)
Type
Exchange-traded fund
Manager
Gender equality score
51
/ 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: 1,358 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
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.
Doubleline Fortune 500 Equal Weight ETF DFVE
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. International Flavors & Fragrances Inc0.21% of assets$28,793 invested
- 2. Procter & Gamble Co0.22% of assets$29,142 invested
- 3. Dow Inc0.22% of assets$28,879 invested
- 4. Marriott International Inc Class A0.19% of assets$25,726 invested
- 5. Biogen Inc0.22% of assets$28,873 invested
- 6. Boston Scientific Corp0.22% of assets$28,953 invested
- 7. The Interpublic Group of Companies Inc0.23% of assets$30,745 invested
- 8. Mastercard Inc Class A0.21% of assets$28,502 invested
- 9. Citigroup Inc0.21% of assets$27,757 invested
- 10. Bank of America Corp0.21% of assets$27,500 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. Chewy Inc0.2% of assets$27,373 invested
- 2. Loews Corp0.24% of assets$31,709 invested
- 3. Carvana Co Class A0.21% of assets$28,644 invested
- 4. MasTec Inc0.21% of assets$27,894 invested
- 5. Lennar Corp Class A0.22% of assets$29,154 invested
- 6. Markel Group Inc0.22% of assets$29,914 invested
- 7. UFP Industries Inc0.23% of assets$30,399 invested
- 8. PACCAR Inc0.21% of assets$27,848 invested
- 9. Coupang Inc Ordinary Shares - Class A0.2% of assets$27,347 invested
- 10. Reliance Inc0.22% of assets$30,030 invested
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Financial performance
Performance data provided by
Find more financial data on DFVE at Morningstar.com
Find more financial data on DFVE 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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