DoubleLine Shiller CAPE U.S. Equities ETF
Shareclass
DoubleLine Shiller CAPE US Equities ETF (CAPE)
Type
Exchange-traded fund
Manager
Gender equality score
55
/ 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: 711 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Shiller CAPE U.S. Equities ETF CAPE
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. Procter & Gamble Co2.41% of assets$7.25M invested
- 2. Marriott International Inc Class A0.42% of assets$1.27M invested
- 3. Welltower Inc1.22% of assets$3.67M invested
- 4. The Interpublic Group of Companies Inc0.42% of assets$1.26M invested
- 5. General Mills Inc0.5% of assets$1.49M invested
- 6. JM Smucker Co0.19% of assets$564,697 invested
- 7. Hilton Worldwide Holdings Inc0.42% of assets$1.27M invested
- 8. Ford Motor Co0.3% of assets$897,444 invested
- 9. PepsiCo Inc1.23% of assets$3.7M invested
- 10. Philip Morris International Inc1.48% of assets$4.46M 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. Rithm Capital Corp0.11% of assets$346,237 invested
- 2. Lennar Corp Class A0.21% of assets$622,796 invested
- 3. NVR Inc0.17% of assets$499,863 invested
- 4. Stag Industrial Inc0.13% of assets$380,524 invested
- 5. Lamar Advertising Co Class A0.19% of assets$579,368 invested
- 6. Garmin Ltd0.25% of assets$766,252 invested
- 7. Charter Communications Inc Class A1.14% of assets$3.43M invested
- 8. O'Reilly Automotive Inc0.63% of assets$1.89M invested
- 9. Starwood Property Trust Inc0.12% of assets$367,959 invested
- 10. Mohawk Industries Inc0.05% of assets$136,331 invested
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Financial performance
Performance data provided by
Find more financial data on CAPE at Morningstar.com
Find more financial data on CAPE 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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