Gender equality score
50
/ 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: 221 out of 2,431 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
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 Top 200 ETF [IWL]
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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 Co1.35% of assets$12.79M invested
- 2. General Motors Co0.18% of assets$1.72M invested
- 3. Wells Fargo & Co0.6% of assets$5.62M invested
- 4. Dow Inc0.17% of assets$1.61M invested
- 5. Accenture PLC Class A0.67% of assets$6.31M invested
- 6. Meta Platforms Inc Class A1.62% of assets$15.31M invested
- 7. JPMorgan Chase & Co1.23% of assets$11.6M invested
- 8. Verizon Communications Inc0.68% of assets$6.44M invested
- 9. Citigroup Inc0.33% of assets$3.16M invested
- 10. Bank of America Corp0.89% of assets$8.4M 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. Southern Copper Corp0.02% of assets$172,488 invested
- 2. Berkshire Hathaway Inc Class B2.08% of assets$19.61M invested
- 3. Zoom Video Communications Inc0.08% of assets$715,211 invested
- 4. Roper Technologies Inc0.17% of assets$1.62M invested
- 5. Snowflake Inc Ordinary Shares - Class A0.12% of assets$1.15M invested
- 6. Charter Communications Inc Class A0.18% of assets$1.71M invested
- 7. Chubb Ltd0.31% of assets$2.92M invested
- 8. L3Harris Technologies Inc0.16% of assets$1.5M invested
- 9. Global Payments Inc0.14% of assets$1.28M invested
- 10. Monster Beverage Corp0.11% of assets$1.06M invested
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Financial performance
Performance data provided by
Find more financial data on IWL 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: