iShares MSCI Global Impact ETF
Fund offered by:
Ticker: SDG
Gender equality score
46
/ 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: 691 out of 1,145 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
16/20
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.
iShares MSCI Global Impact ETF [SDG]
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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. Johnson Matthey PLC3.59% of assets$19.95M invested
- 2. Covivio SA0.19% of assets$1.05M invested
- 3. Suez SA2.17% of assets$12.06M invested
- 4. Amgen Inc3% of assets$16.69M invested
- 5. Eli Lilly and Co2.5% of assets$13.88M invested
- 6. Essity AB Class B1.78% of assets$9.89M invested
- 7. Pearson PLC1.74% of assets$9.68M invested
- 8. Unibail-Rodamco-Westfield0.64% of assets$3.56M invested
- 9. City Developments Ltd0.18% of assets$1.01M invested
- 10. Sunrun Inc0.09% of assets$505,868 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. NIO Inc ADR1.07% of assets$5.92M invested
- 2. GLP J-REIT0.04% of assets$203,601 invested
- 3. CSPC Pharmaceutical Group Ltd0.17% of assets$923,268 invested
- 4. Xinyi Solar Holdings Ltd0.39% of assets$2.18M invested
- 5. Enphase Energy Inc0.32% of assets$1.8M invested
- 6. China Conch Venture Holdings Ltd0.46% of assets$2.55M invested
- 7. Central Japan Railway Co2.43% of assets$13.47M invested
- 8. BYD Co Ltd Class H0.66% of assets$3.67M invested
- 9. BYD Co Ltd Class A0.29% of assets$1.58M invested
- 10. East Japan Railway Co4.6% of assets$25.54M invested
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Financial performance
Performance data provided by
Find more financial data on SDG at Morningstar.com
Find more financial data on SDG at Morningstar.comGender Equality and Returns
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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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