Invesco MSCI Sustainable Future ETF
Shareclass
Invesco MSCI Sustainable Future ETF (ERTH)
Type
Exchange-traded fund
Manager
Gender equality score
47
/ 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: 975 out of 1,094 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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.
Invesco MSCI Sustainable Future ETF ERTH
Environment
Social
Search more funds
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. CapitaLand Integrated Commercial Trust2.11% of assets$2.92M invested
- 2. Covivio SA0.73% of assets$1M invested
- 3. Energix-Renewable Energies Ltd0.18% of assets$244,687 invested
- 4. Alstom SA1.78% of assets$2.46M invested
- 5. Inmobiliaria Colonial SOCIMI SA Shs from reverse split0.43% of assets$594,357 invested
- 6. Mapletree Pan Asia Commercial Trust Units Real Estate Investment Trust Reg0.51% of assets$706,063 invested
- 7. First Solar Inc3% of assets$4.14M invested
- 8. EDP Renovaveis SA0.6% of assets$832,265 invested
- 9. Berkeley Group Holdings (The) PLC1.09% of assets$1.51M invested
- 10. Klepierre1.68% of assets$2.31M 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. Japan Metropolitan Fund Investment Corp1.07% of assets$1.48M invested
- 2. Mitsubishi Estate Logistics REIT Investment Corp0.26% of assets$358,371 invested
- 3. ChargePoint Holdings Inc Ordinary Shares - Class A0.05% of assets$73,978 invested
- 4. Lucid Group Inc Shs0.68% of assets$932,397 invested
- 5. Advanced Drainage Systems Inc1.86% of assets$2.57M invested
- 6. Plug Power Inc0.24% of assets$336,398 invested
- 7. Centuria Office REIT0.06% of assets$88,734 invested
- 8. Tritax Big Box Ord0.94% of assets$1.3M invested
- 9. NEXTracker Inc Ordinary Shares - Class A1.41% of assets$1.95M invested
- 10. Kingspan Group PLC2.91% of assets$4.02M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on ERTH at Morningstar.com
Find more financial data on ERTH 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.
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer