Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 255 out of 2,466 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10

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 USA ESG Select ETF SUSA
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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 Co0.58% of assets$18.78M invested
- 2. International Flavors & Fragrances Inc0.23% of assets$7.53M invested
- 3. S&P Global Inc0.59% of assets$19.24M invested
- 4. Cummins Inc0.6% of assets$19.6M invested
- 5. Biogen Inc0.26% of assets$8.52M invested
- 6. Accenture PLC Class A1% of assets$32.49M invested
- 7. Hasbro Inc0.76% of assets$24.72M invested
- 8. General Mills Inc1.31% of assets$42.57M invested
- 9. Clorox Co0.15% of assets$4.96M invested
- 10. Moody's Corporation0.49% of assets$16.08M 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. Lucid Group Inc Shs0.07% of assets$2.42M invested
- 2. Snowflake Inc Ordinary Shares - Class A0.09% of assets$2.97M invested
- 3. Nucor Corp0.11% of assets$3.56M invested
- 4. Rivian Automotive Inc Class A0.08% of assets$2.52M invested
- 5. Molina Healthcare Inc0.1% of assets$3.3M invested
- 6. Expeditors International of Washington Inc1.31% of assets$42.81M invested
- 7. Bunge Ltd0.65% of assets$21.09M invested
- 8. DexCom Inc0.23% of assets$7.62M invested
- 9. LKQ Corp0.47% of assets$15.42M invested
- 10. DaVita Inc0.17% of assets$5.68M invested
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Financial performance
Performance data provided by
Find more financial data on SUSA at Morningstar.com

Gender 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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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: