iShares S&P 100 ETF
Fund offered by:
Ticker: OEF
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
7/30
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]
Basic
Expanded
Search more funds
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 Co0.33% of assets$22.79M invested
- 2. Citigroup Inc0.68% of assets$47.52M invested
- 3. Accenture PLC Class A0.79% of assets$54.83M invested
- 4. JPMorgan Chase & Co2.08% of assets$145.36M invested
- 5. Bank of America Corp1.32% of assets$91.98M invested
- 6. Verizon Communications Inc1.08% of assets$75.3M invested
- 7. Eli Lilly and Co0.67% of assets$46.5M invested
- 8. Mastercard Inc A1.4% of assets$97.68M invested
- 9. Adobe Inc1.02% of assets$71.3M invested
- 10. Visa Inc Class A1.61% of assets$112.37M 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 B2.18% of assets$152.42M invested
- 2. Tesla Inc2.3% of assets$160.49M invested
- 3. Charter Communications Inc A0.39% of assets$27.3M invested
- 4. Broadcom Inc0.85% of assets$59.23M invested
- 5. Thermo Fisher Scientific Inc0.81% of assets$56.24M invested
- 6. Honeywell International Inc0.68% of assets$47.24M invested
- 7. Raytheon Technologies Corp0.53% of assets$36.74M invested
- 8. DuPont de Nemours Inc0.19% of assets$13.06M invested
- 9. NextEra Energy Inc0.66% of assets$46.37M invested
- 10. Boeing Co0.63% of assets$43.73M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
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
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.
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
Recent blog posts
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:
