Macquarie Energy Transition ETF
Shareclass
Macquarie Energy Transition ETF (PWER)
Type
Exchange-traded fund
Manager
Gender equality score
48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 626 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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.
Macquarie Energy Transition ETF PWER
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. Shell PLC ADR (Representing - Ordinary Shares)5.21% of assets$335,403 invested
- 2. Anglo American PLC2.43% of assets$156,440 invested
- 3. Alcoa Corp3.8% of assets$244,580 invested
- 4. First Solar Inc4.59% of assets$295,593 invested
- 5. ConocoPhillips3.23% of assets$207,520 invested
- 6. Vistra Corp0.97% of assets$62,596 invested
- 7. Baker Hughes Co Class A2.34% of assets$150,353 invested
- 8. Marathon Petroleum Corp2.47% of assets$158,802 invested
- 9. Constellation Energy Corp0.53% of assets$34,075 invested
- 10. GE Vernova Inc1.15% of assets$73,878 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 Inc4.07% of assets$262,168 invested
- 2. Permian Resources Corp Class A1.31% of assets$84,028 invested
- 3. Hudbay Minerals Inc4.45% of assets$286,622 invested
- 4. Tourmaline Oil Corp2.65% of assets$170,528 invested
- 5. Arcosa Inc2.9% of assets$186,476 invested
- 6. HF Sinclair Corp1.99% of assets$128,199 invested
- 7. MP Materials Corp Ordinary Shares - Class A3.8% of assets$244,466 invested
- 8. Darling Ingredients Inc2.15% of assets$138,175 invested
- 9. Methanex Corp0.94% of assets$60,741 invested
- 10. Nexans1.65% of assets$105,960 invested
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Financial performance
Performance data provided by
Find more financial data on PWER at Morningstar.com
Find more financial data on PWER 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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