Innovator Gradient Tactical Rotation Strategy ETF
Shareclass
Innovator Gradient Tactical Rot Str ETF (IGTR)
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: International Equity
Ranking: 667 out of 1,102 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
7/30
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 Co1.14% of assets$839,426 invested
- 2. Boston Scientific Corp0.91% of assets$670,085 invested
- 3. Welltower Inc0.98% of assets$721,105 invested
- 4. Mastercard Inc Class A1% of assets$733,171 invested
- 5. General Mills Inc0.92% of assets$677,219 invested
- 6. PepsiCo Inc1.03% of assets$755,969 invested
- 7. Kimberly-Clark Corp1.14% of assets$839,990 invested
- 8. Johnson & Johnson1.04% of assets$765,030 invested
- 9. Colgate-Palmolive Co1.02% of assets$753,372 invested
- 10. Exelon Corp0.99% of assets$729,121 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. Rollins Inc0.91% of assets$672,230 invested
- 2. Berkshire Hathaway Inc Class B1.04% of assets$766,523 invested
- 3. Brown & Brown Inc0.96% of assets$709,351 invested
- 4. O'Reilly Automotive Inc0.98% of assets$717,938 invested
- 5. UDR Inc0.88% of assets$647,344 invested
- 6. Tyson Foods Inc Class A0.94% of assets$688,915 invested
- 7. Loews Corp0.96% of assets$707,534 invested
- 8. Costco Wholesale Corp0.95% of assets$695,880 invested
- 9. AutoZone Inc0.94% of assets$694,345 invested
- 10. Atmos Energy Corp1.14% of assets$841,459 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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