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
24/40
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 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 Co0.25% of assets$18.08M invested
- 2. Accenture PLC Class A0.79% of assets$57.04M invested
- 3. Jpmorgan Chase & Co1.84% of assets$133.51M invested
- 4. Verizon Communications Inc1.16% of assets$83.8M invested
- 5. Bank Of America Corp1.1% of assets$79.53M invested
- 6. Citigroup Inc0.61% of assets$44.25M invested
- 7. Eli Lilly and Co0.64% of assets$46.21M invested
- 8. Adobe Inc1.14% of assets$82.69M invested
- 9. Merck & Co Inc0.98% of assets$71.33M invested
- 10. Bristol-Myers Squibb Company0.67% of assets$48.31M 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 B2.15% of assets$155.54M invested
- 2. Tesla Inc2.55% of assets$184.45M invested
- 3. Charter Communications Inc A0.46% of assets$33.27M invested
- 4. Honeywell International Inc0.71% of assets$51.44M invested
- 5. Kinder Morgan Inc Class P0.13% of assets$9.17M invested
- 6. Thermo Fisher Scientific Inc0.88% of assets$63.63M invested
- 7. Nextera Energy Inc0.72% of assets$52.1M invested
- 8. Danaher Corp0.67% of assets$48.41M invested
- 9. Raytheon Technologies Corp0.52% of assets$37.43M invested
- 10. DuPont de Nemours Inc0.25% of assets$17.99M 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
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.
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