Hypatia Women Ceo ETF
Shareclass
Hypatia Women CEO ETF (WCEO)
Type
Exchange-traded fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 47 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
18/20
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.
Hypatia Women Ceo ETF WCEO
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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. Citigroup Inc0.8% of assets$38,263 invested
- 2. New York Times Co Class A0.77% of assets$37,185 invested
- 3. Cummins Inc0.58% of assets$27,647 invested
- 4. Coty Inc Class A0.41% of assets$19,612 invested
- 5. Science Applications International Corp0.5% of assets$23,917 invested
- 6. Accenture PLC Class A0.57% of assets$27,247 invested
- 7. WEX Inc0.74% of assets$35,492 invested
- 8. Northrop Grumman Corp0.54% of assets$25,693 invested
- 9. The Chemours Co0.48% of assets$23,248 invested
- 10. The Hershey Co1.05% of assets$50,296 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. ACADIA Pharmaceuticals Inc0.25% of assets$12,144 invested
- 2. Exponent Inc0.49% of assets$23,589 invested
- 3. Reliance Inc0.59% of assets$28,404 invested
- 4. Curtiss-Wright Corp0.69% of assets$33,008 invested
- 5. Five Below Inc0.65% of assets$31,008 invested
- 6. Clear Secure Inc Ordinary Shares Class A0.66% of assets$31,581 invested
- 7. Abercrombie & Fitch Co Class A0.44% of assets$20,957 invested
- 8. Avidity Biosciences Inc Ordinary Shares0.17% of assets$8,365 invested
- 9. Dick's Sporting Goods Inc0.4% of assets$19,010 invested
- 10. Federal Signal Corp0.64% of assets$30,855 invested
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Financial performance
Performance data provided by
Find more financial data on WCEO at Morningstar.com
Find more financial data on WCEO 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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