Gender equality score
34
/ 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: 2,350 out of 2,470 funds
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Groups
Categories
Gender balance in leadership and workforce
18/40
Equal compensation and work life balance
2/30
Policies promoting gender equality
14/20
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 Russell 2000 ETF IWM
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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. PagerDuty Inc0.11% of assets$57.01M invested
- 2. Halozyme Therapeutics Inc0.26% of assets$140.93M invested
- 3. ShockWave Medical Inc0.28% of assets$149.17M invested
- 4. Equitrans Midstream Corp0.1% of assets$54.55M invested
- 5. MillerKnoll Inc0.07% of assets$39.98M invested
- 6. Arconic Corp Ordinary Shares0.11% of assets$59.4M invested
- 7. Bread Financial Holdings Inc0.05% of assets$26.4M invested
- 8. UMB Financial Corp0.17% of assets$88.66M invested
- 9. PNM Resources Inc0.17% of assets$92.34M invested
- 10. AMN Healthcare Services Inc0.16% of assets$85.46M 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. Inter Parfums Inc0.09% of assets$47.47M invested
- 2. Laureate Education Inc Shs0.07% of assets$34.95M invested
- 3. Red Rock Resorts Inc A0.09% of assets$49.06M invested
- 4. Servisfirst Bancshares Inc0.15% of assets$81.2M invested
- 5. Axos Financial Inc0.11% of assets$61.37M invested
- 6. EchoStar Corp Class A0.03% of assets$15.07M invested
- 7. Golden Ocean Group Ltd0.05% of assets$28.09M invested
- 8. United Bankshares Inc0.22% of assets$119.19M invested
- 9. Sinclair Broadcast Group Inc Class A0.03% of assets$14.63M invested
- 10. Karuna Therapeutics Inc0.25% of assets$132.51M invested
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Financial performance
Performance data provided by
Find more financial data on IWM at Morningstar.com

Gender 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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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: