LAFFER|TENGLER Equity Income ETF

Shareclass

LAFFER|TENGLER Equity Income ETF (TGLR)

Type

Exchange-traded fund

Manager

Laffer Tengler Investments, Inc.

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

73.4

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 675 out of 2,538 funds

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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.

LAFFER|TENGLER Equity Income ETF TGLR

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. JPMorgan Chase & Co
4.92% of assets
$672,705 invested
2. Accenture PLC Class A
1.98% of assets
$270,132 invested
3. Johnson & Johnson
2.97% of assets
$406,250 invested
4. The Goldman Sachs Group Inc
3.96% of assets
$541,527 invested
5. Microsoft Corp
5.29% of assets
$723,721 invested
6. McDonald's Corp
3.52% of assets
$481,393 invested
7. Chevron Corp
2.82% of assets
$385,730 invested
8. American Express Co
4.91% of assets
$671,087 invested
9. Starbucks Corp
2.53% of assets
$346,616 invested
10. AbbVie Inc
4.55% of assets
$621,589 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. Steel Dynamics Inc
2.86% of assets
$391,076 invested
2. Broadcom Inc
5.53% of assets
$756,407 invested
3. Brookfield Asset Management Ltd Ordinary Shares - Class A
3.64% of assets
$497,729 invested
4. NextEra Energy Inc
1.97% of assets
$269,727 invested
5. The Home Depot Inc
3.53% of assets
$483,057 invested
6. Medtronic PLC
2.13% of assets
$290,727 invested
7. Emerson Electric Co
2.77% of assets
$379,342 invested
8. EOG Resources Inc
2.86% of assets
$391,120 invested
9. Oracle Corp
4.36% of assets
$595,808 invested
10. RTX Corp
4.72% of assets
$645,533 invested

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Financial performance

Performance data provided by

Find more financial data on TGLR at Morningstar.com

Gender Equality and Returns

Returns chart for LAFFER|TENGLER Equity Income ETF

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

Current fund

TGLR

LAFFER|TENGLER Equity Income ETF

Family

Laffer Tengler Investments, Inc.

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

2.63% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

TGLR

LAFFER|TENGLER Equity Income ETF

Family

Laffer Tengler Investments, Inc.

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

2.63% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

TGLR

LAFFER|TENGLER Equity Income ETF

Family

Laffer Tengler Investments, Inc.

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 1-yr returns

2.63% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
TGLR - LAFFER|TENGLER Equity Income ETF

9.43%

55 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-2.63%

Same

Find more financial data on TGLR at Morningstar.com

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