Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 943 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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.
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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. Pearson PLC ADR2.02% of assets$393,201 invested
- 2. Science Applications International Corp2.17% of assets$423,847 invested
- 3. Hologic Inc1.62% of assets$315,735 invested
- 4. Pinterest Inc Class A2.1% of assets$408,766 invested
- 5. EPR Properties2.25% of assets$437,789 invested
- 6. Agnico Eagle Mines Ltd2.42% of assets$470,908 invested
- 7. Royalty Pharma PLC Class A4.52% of assets$880,823 invested
- 8. Algonquin Power & Utilities Corp2.02% of assets$394,537 invested
- 9. Wheaton Precious Metals Corp3.16% of assets$616,545 invested
- 10. Cameco Corp1.59% of assets$310,722 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. Viking Therapeutics Inc1.49% of assets$289,537 invested
- 2. Corcept Therapeutics Inc2.88% of assets$561,167 invested
- 3. Qualys Inc1.81% of assets$352,491 invested
- 4. Clear Secure Inc Ordinary Shares Class A2.16% of assets$420,695 invested
- 5. ADT Inc2.23% of assets$434,010 invested
- 6. Hess Corp1.89% of assets$367,663 invested
- 7. NICE Ltd ADR2.2% of assets$429,381 invested
- 8. Aptiv PLC1.9% of assets$369,806 invested
- 9. Generac Holdings Inc1.48% of assets$288,810 invested
- 10. Juniper Networks Inc2.91% of assets$567,718 invested
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Financial performance
Performance data provided by
Find more financial data on FORH at Morningstar.com
Find more financial data on FORH at Morningstar.comGender Equality and Returns
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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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