Gender equality score
51
/ 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: 895 out of 2,466 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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 Russell 3000 ETF IWV
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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. Dow Inc0.09% of assets$10.12M invested
- 2. Procter & Gamble Co0.91% of assets$97.99M invested
- 3. International Flavors & Fragrances Inc0.06% of assets$6.6M invested
- 4. S&P Global Inc0.29% of assets$31.03M invested
- 5. Cummins Inc0.08% of assets$8.74M invested
- 6. JPMorgan Chase & Co0.99% of assets$107.03M invested
- 7. Wells Fargo & Co0.38% of assets$40.54M invested
- 8. Biogen Inc0.11% of assets$11.54M invested
- 9. Accenture PLC Class A0.44% of assets$47.09M invested
- 10. Bank of America Corp0.51% of assets$54.53M 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. Ubiquiti Inc<0.01% of assets$245,340 invested
- 2. Interactive Brokers Group Inc Class A0.02% of assets$1.87M invested
- 3. Inter Parfums Inc<0.01% of assets$761,075 invested
- 4. Laureate Education Inc Shs<0.01% of assets$435,992 invested
- 5. Rithm Capital Corp<0.01% of assets$917,739 invested
- 6. Red Rock Resorts Inc Class A<0.01% of assets$625,421 invested
- 7. Madison Square Garden Sports Corp Class A<0.01% of assets$1.05M invested
- 8. Servisfirst Bancshares Inc<0.01% of assets$675,740 invested
- 9. QuantumScape Corp Ordinary Shares - Class A<0.01% of assets$448,434 invested
- 10. Axos Financial Inc<0.01% of assets$629,612 invested
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Financial performance
Performance data provided by
Find more financial data on IWV 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: