Eventide US Market ETF
Shareclass
Eventide US Market ETF (ESUM)
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. Large Cap Equity
Ranking: 1,298 out of 1,460 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
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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.
Eventide US Market ETF ESUM
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. Boston Scientific Corp1.19% of assets$1.3M invested
- 2. VF Corp0.5% of assets$547,237 invested
- 3. Xylem Inc0.37% of assets$402,455 invested
- 4. SAP SE ADR0.21% of assets$233,241 invested
- 5. S&P Global Inc1.32% of assets$1.44M invested
- 6. HubSpot Inc0.28% of assets$305,847 invested
- 7. IDEX Corp0.19% of assets$207,434 invested
- 8. Trane Technologies PLC Class A1.1% of assets$1.2M invested
- 9. American Electric Power Co Inc0.83% of assets$914,028 invested
- 10. Sempra0.56% of assets$611,274 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. Shopify Inc Registered Shs -A- Subord Vtg0.19% of assets$203,161 invested
- 2. Chewy Inc0.25% of assets$272,835 invested
- 3. Houlihan Lokey Inc Class A0.65% of assets$712,319 invested
- 4. Old Dominion Freight Line Inc Ordinary Shares0.33% of assets$363,989 invested
- 5. Steel Dynamics Inc0.14% of assets$149,249 invested
- 6. Klaviyo Inc Class A common stock0.09% of assets$100,986 invested
- 7. Rubrik Inc Class A Shares0.17% of assets$188,902 invested
- 8. Cava Group Inc0.35% of assets$378,010 invested
- 9. SentinelOne Inc Class A0.07% of assets$81,060 invested
- 10. CrowdStrike Holdings Inc Class A0.73% of assets$795,285 invested
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Financial performance
Performance data provided by
Find more financial data on ESUM at Morningstar.com
Find more financial data on ESUM at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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