iShares S&P 100 ETF
Fund offered by:
Ticker: OEF
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: 116 out of 2,391 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
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 S&P 100 ETF [OEF]
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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. General Motors Co0.31% of assets$25.27M invested
- 2. Procter & Gamble Co1.38% of assets$111.86M invested
- 3. Wells Fargo & Co0.78% of assets$62.82M invested
- 4. Citigroup Inc0.58% of assets$46.88M invested
- 5. Facebook Inc Class A3.29% of assets$266.68M invested
- 6. Accenture PLC Class A0.83% of assets$66.87M invested
- 7. Dow Inc0.17% of assets$14.15M invested
- 8. JPMorgan Chase & Co1.99% of assets$161.23M invested
- 9. Verizon Communications Inc0.91% of assets$73.71M invested
- 10. Bank of America Corp1.28% of assets$103.61M 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. Berkshire Hathaway Inc Class B2.06% of assets$166.77M invested
- 2. Tesla Inc2.56% of assets$207.41M invested
- 3. Charter Communications Inc Class A0.38% of assets$30.42M invested
- 4. Honeywell International Inc0.6% of assets$48.31M invested
- 5. Raytheon Technologies Corp0.53% of assets$42.72M invested
- 6. Thermo Fisher Scientific Inc0.91% of assets$74.09M invested
- 7. Broadcom Inc0.81% of assets$65.58M invested
- 8. Booking Holdings Inc0.4% of assets$32.13M invested
- 9. Simon Property Group Inc0.17% of assets$14.08M invested
- 10. The Kraft Heinz Co0.1% of assets$8.19M invested
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Financial performance
Performance data provided by
Find more financial data on OEF at Morningstar.com
Find more financial data on OEF at Morningstar.comGender 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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