Innovator Gradient Tactical Rotation Strategy ETF
Shareclass
Innovator Gradient Tactical Rot Str ETF (IGTR)
Type
Exchange-traded fund
Manager
Gender equality score
56
/ 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: 535 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
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.
Innovator Gradient Tactical Rotation Strategy ETF IGTR
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 Co1.11% of assets$824,555 invested
- 2. Boston Scientific Corp0.99% of assets$733,154 invested
- 3. Welltower Inc0.96% of assets$713,053 invested
- 4. Mastercard Inc Class A1.02% of assets$757,419 invested
- 5. General Mills Inc0.89% of assets$658,865 invested
- 6. Hilton Worldwide Holdings Inc0.78% of assets$574,298 invested
- 7. PepsiCo Inc0.96% of assets$712,066 invested
- 8. Colgate-Palmolive Co1.15% of assets$852,204 invested
- 9. Johnson & Johnson1.09% of assets$805,309 invested
- 10. Exelon Corp1.04% of assets$771,411 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. Loews Corp1.06% of assets$783,901 invested
- 2. Berkshire Hathaway Inc Class B1.35% of assets$998,777 invested
- 3. Brown & Brown Inc1.03% of assets$763,361 invested
- 4. O'Reilly Automotive Inc1% of assets$741,565 invested
- 5. Expeditors International of Washington Inc0.89% of assets$657,372 invested
- 6. UDR Inc0.89% of assets$662,416 invested
- 7. Arthur J. Gallagher & Co0.99% of assets$735,984 invested
- 8. Costco Wholesale Corp0.87% of assets$647,420 invested
- 9. Cognizant Technology Solutions Corp Class A0.74% of assets$544,786 invested
- 10. Atmos Energy Corp1.25% of assets$922,819 invested
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Financial performance
Performance data provided by
Find more financial data on IGTR at Morningstar.com
Find more financial data on IGTR 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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