Horizon Core Equity ETF
Shareclass
Horizon Core Equity ETF (STOX)
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. Large Cap Equity
Ranking: 625 out of 1,459 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
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.
Horizon Core Equity ETF STOX
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 Co0.77% of assets$8,125 invested
- 2. Bank of America Corp0.66% of assets$6,901 invested
- 3. Boston Scientific Corp0.44% of assets$4,616 invested
- 4. Welltower Inc0.38% of assets$3,962 invested
- 5. Mastercard Inc Class A1.4% of assets$14,728 invested
- 6. Citigroup Inc0.36% of assets$3,748 invested
- 7. JPMorgan Chase & Co1.52% of assets$15,997 invested
- 8. Wells Fargo & Co0.38% of assets$4,032 invested
- 9. Uber Technologies Inc0.59% of assets$6,142 invested
- 10. Accenture PLC Class A0.36% of assets$3,739 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. Palantir Technologies Inc Ordinary Shares - Class A1.15% of assets$12,035 invested
- 2. Berkshire Hathaway Inc Class B2.79% of assets$29,257 invested
- 3. Charter Communications Inc Class A0.05% of assets$539 invested
- 4. Cintas Corp0.34% of assets$3,561 invested
- 5. O'Reilly Automotive Inc0.6% of assets$6,292 invested
- 6. Fortinet Inc0.25% of assets$2,597 invested
- 7. Broadcom Inc3.7% of assets$38,768 invested
- 8. Monster Beverage Corp0.26% of assets$2,702 invested
- 9. Charles Schwab Corp0.54% of assets$5,668 invested
- 10. Norfolk Southern Corp0.21% of assets$2,224 invested
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Financial performance
Performance data provided by
Find more financial data on STOX at Morningstar.com
Find more financial data on STOX at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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