Impact Shares NAACP Minority Empowerment ETF

Shareclass

Impact Shares NAACP Minority Empwrmt ETF (NACP)

Type

Exchange-traded fund

Manager

Impact Shares

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

98.9

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 28 out of 2,546 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Marriott International Inc Class A
0.25% of assets
$119,332 invested
2. Citigroup Inc
0.53% of assets
$251,605 invested
3. Boston Scientific Corp
0.44% of assets
$207,381 invested
4. The Interpublic Group of Companies Inc
0.16% of assets
$76,436 invested
5. Cummins Inc
0.14% of assets
$68,281 invested
6. Mastercard Inc Class A
1.58% of assets
$751,210 invested
7. Bank of America Corp
1.14% of assets
$539,549 invested
8. JM Smucker Co
0.04% of assets
$20,995 invested
9. Xylem Inc
0.11% of assets
$53,934 invested
10. Hilton Worldwide Holdings Inc
0.17% of assets
$83,077 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. Expeditors International of Washington Inc
0.07% of assets
$32,828 invested
2. Southern Copper Corp
0.03% of assets
$15,458 invested
3. Martin Marietta Materials Inc
0.13% of assets
$61,708 invested
4. Lincoln Electric Holdings Inc
0.04% of assets
$20,130 invested
5. Vulcan Materials Co
0.13% of assets
$60,667 invested
6. Charles Schwab Corp
0.4% of assets
$187,943 invested
7. CSX Corp
0.26% of assets
$122,429 invested
8. United Rentals Inc
0.19% of assets
$90,095 invested
9. Cheniere Energy Inc
0.16% of assets
$75,613 invested
10. SBA Communications Corp Class A
0.08% of assets
$37,322 invested

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Financial performance

Performance data provided by

Find more financial data on NACP at Morningstar.com

Gender Equality and Returns

Returns chart for Impact Shares NAACP Minority Empowerment ETF

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.

Benchmarking tool

Current fund

NACP

Impact Shares NAACP Minority Empowerment ETF

Family

Impact Shares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.7% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

NACP

Impact Shares NAACP Minority Empowerment ETF

Family

Impact Shares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.7% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

NACP

Impact Shares NAACP Minority Empowerment ETF

Family

Impact Shares

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

0.7% more in annualized returns

Higher overall gender equality score

4 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Higher equal compensation and work life balance score

1 / 30 points higher

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
NACP - Impact Shares NAACP Minority Empowerment ETF

38%

7.87%

16%

59 / 100 points

Benchmark

38%

9.05%

15%

13%

55 / 100 points

Fund compared to benchmark

0.05%

-1.19%

0.7%

4 / 100 points higher

Find more financial data on NACP at Morningstar.com

What's next?

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