Gender equality score
49
/ 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: 837 out of 2,424 funds
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Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
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 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. Nielsen Holdings PLC0.02% of assets$2.47M invested
- 2. Procter & Gamble Co0.87% of assets$94.97M invested
- 3. Cummins Inc0.07% of assets$8.05M invested
- 4. Biogen Inc0.07% of assets$7.85M invested
- 5. Wells Fargo & Co0.44% of assets$47.5M invested
- 6. Accenture PLC Class A0.46% of assets$50.62M invested
- 7. General Motors Co0.13% of assets$14.21M invested
- 8. Dow Inc0.12% of assets$13.36M invested
- 9. Yum China Holdings Inc0.05% of assets$5.17M invested
- 10. General Mills Inc0.1% of assets$11.28M 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. Hilltop Holdings Inc<0.01% of assets$532,377 invested
- 2. Ubiquiti Inc<0.01% of assets$484,409 invested
- 3. Laureate Education Inc Shs<0.01% of assets$319,625 invested
- 4. Instil Bio Inc<0.01% of assets$85,475 invested
- 5. Cannae Holdings Inc Ordinary Shares<0.01% of assets$453,095 invested
- 6. Interactive Brokers Group Inc Class A0.01% of assets$1.35M invested
- 7. Inter Parfums Inc<0.01% of assets$374,461 invested
- 8. New Residential Investment Corp0.01% of assets$1.28M invested
- 9. Silgan Holdings Inc<0.01% of assets$972,494 invested
- 10. DraftKings Inc Ordinary Shares - Class A0.01% of assets$1.14M invested
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Financial performance
Performance data provided by
Find more financial data on IWV 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: