Gender equality score
52
/ 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: 153 out of 2,426 funds
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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 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 Co1.3% of assets$11.35M invested
- 2. Wells Fargo & Co0.57% of assets$4.95M invested
- 3. Accenture PLC Class A0.67% of assets$5.86M invested
- 4. General Motors Co0.18% of assets$1.56M invested
- 5. Dow Inc0.15% of assets$1.29M invested
- 6. General Mills Inc0.18% of assets$1.54M invested
- 7. Meta Platforms Inc Class A1.41% of assets$12.33M invested
- 8. JPMorgan Chase & Co1.25% of assets$10.92M invested
- 9. Verizon Communications Inc0.81% of assets$7.09M invested
- 10. American Express Co0.32% of assets$2.77M 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$148,185 invested
- 2. Berkshire Hathaway Inc Class B1.88% of assets$16.42M invested
- 3. Roper Technologies Inc0.16% of assets$1.41M invested
- 4. Snowflake Inc Ordinary Shares - Class A0.1% of assets$904,446 invested
- 5. Chubb Ltd0.32% of assets$2.78M invested
- 6. Charter Communications Inc Class A0.2% of assets$1.79M invested
- 7. CSX Corp0.24% of assets$2.09M invested
- 8. Keurig Dr Pepper Inc0.12% of assets$1.03M invested
- 9. Blackstone Inc0.24% of assets$2.13M invested
- 10. Cognizant Technology Solutions Corp Class A0.13% of assets$1.18M 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: