Horizon Kinetics Inflation Beneficiaries ETF
Shareclass
Horizon Kinetics Inflation Bnfcrs ETF (INFL)
Type
Exchange-traded fund
Manager
Gender equality score
45
/ 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: 1,023 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
1/10
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.
Horizon Kinetics Inflation Beneficiaries ETF INFL
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. ASX Ltd2.13% of assets$25.45M invested
- 2. London Stock Exchange Group PLC0.69% of assets$8.23M invested
- 3. PrairieSky Royalty Ltd4.38% of assets$52.37M invested
- 4. TMX Group Ltd3% of assets$35.86M invested
- 5. Royalty Pharma PLC Class A0.92% of assets$10.98M invested
- 6. Glencore PLC1.28% of assets$15.3M invested
- 7. Wheaton Precious Metals Corp7.65% of assets$91.43M invested
- 8. Cameco Corp2.19% of assets$26.2M invested
- 9. Archer-Daniels-Midland Co1.55% of assets$18.52M invested
- 10. Marsh & McLennan Companies Inc2.81% of assets$33.56M 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. Viper Energy Inc Ordinary Shares - Class A5.23% of assets$62.55M invested
- 2. Brookfield Corp Registered Shs -A- Limited Vtg1.03% of assets$12.26M invested
- 3. The St. Joe Co0.99% of assets$11.87M invested
- 4. Toei Animation Co Ltd0.13% of assets$1.55M invested
- 5. Osisko Gold Royalties Ltd3.16% of assets$37.75M invested
- 6. Japan Exchange Group Inc1.52% of assets$18.22M invested
- 7. Singapore Exchange Ltd2.7% of assets$32.24M invested
- 8. West Fraser Timber Co.Ltd1.73% of assets$20.66M invested
- 9. Texas Pacific Land Corp6.57% of assets$78.5M invested
- 10. Franco-Nevada Corp4.59% of assets$54.84M invested
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Financial performance
Performance data provided by
Find more financial data on INFL at Morningstar.com
Find more financial data on INFL 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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