iShares MSCI Peru ETF
Shareclass
iShares MSCI Peru ETF (EPU)
Type
Exchange-traded fund
Manager
Gender equality score
36
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Not ranked due to low data coverage
% Equileap coverage
30%
Gender balance in leadership and workforce
16/40
Equal compensation and work life balance
3/30
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 Peru ETF EPU
Environment
Social
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Top scoring holdings
The top 5 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. Wheaton Precious Metals Corp2.69% of assets$2.04M invested
- 2. Triple Flag Precious Metals Corp2.32% of assets$1.76M invested
- 3. Pan American Silver Corp2.53% of assets$1.92M invested
- 4. Southern Copper Corp20% of assets$15.21M invested
- 5. Laureate Education Inc Shs2.47% of assets$1.87M invested
Bottom scoring holdings
The bottom 5 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. Laureate Education Inc Shs2.47% of assets$1.87M invested
- 2. Southern Copper Corp20% of assets$15.21M invested
- 3. Pan American Silver Corp2.53% of assets$1.92M invested
- 4. Triple Flag Precious Metals Corp2.32% of assets$1.76M invested
- 5. Wheaton Precious Metals Corp2.69% of assets$2.04M invested
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Financial performance
Performance data provided by
Find more financial data on EPU at Morningstar.com
Find more financial data on EPU 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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