Gender equality score
55
/ 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
28/40
Equal compensation and work life balance
8/30
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 S&P 100 ETF OEF
Environment
Social
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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. Dow Inc0.16% of assets$12.62M invested
- 2. Procter & Gamble Co1.59% of assets$122.69M invested
- 3. JPMorgan Chase & Co1.81% of assets$139.49M invested
- 4. Wells Fargo & Co0.81% of assets$62.61M invested
- 5. Accenture PLC Class A0.85% of assets$65.52M invested
- 6. Bank of America Corp1.18% of assets$91.08M invested
- 7. Philip Morris International Inc0.69% of assets$53.19M invested
- 8. The Goldman Sachs Group Inc0.59% of assets$45.38M invested
- 9. Meta Platforms Inc Class A1.2% of assets$92.72M invested
- 10. AT&T Inc0.61% of assets$47.29M 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 B2.56% of assets$197.94M invested
- 2. Charter Communications Inc Class A0.19% of assets$14.88M invested
- 3. Charles Schwab Corp0.56% of assets$43.38M invested
- 4. Linde PLC0.75% of assets$57.72M invested
- 5. Advanced Micro Devices Inc0.56% of assets$43.15M invested
- 6. Costco Wholesale Corp1.06% of assets$82.22M invested
- 7. Broadcom Inc0.99% of assets$76.59M invested
- 8. The Kraft Heinz Co0.14% of assets$10.81M invested
- 9. Simon Property Group Inc0.17% of assets$13.42M invested
- 10. Booking Holdings Inc0.37% of assets$28.38M invested
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Financial performance
Performance data provided by
Find more financial data on OEF at Morningstar.com

Gender 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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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: