Miller Value Ptnrs Appreciation ETF
Shareclass
Miller Value Ptnrs Appreciation ETF (MVPA)
Type
Exchange-traded fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 255 out of 1,106 funds
See more funds from this group
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
0/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
Miller Value Ptnrs Appreciation ETF MVPA
Environment
Social
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. PayPal Holdings Inc2.38% of assets$1.57M invested
- 2. Pinterest Inc Class A3.24% of assets$2.13M invested
- 3. Centene Corp4.44% of assets$2.92M invested
- 4. Crocs Inc6.09% of assets$4.01M invested
- 5. Airbnb Inc Ordinary Shares - Class A1.91% of assets$1.26M invested
- 6. Alphabet Inc Class A3.55% of assets$2.34M invested
- 7. Bread Financial Holdings Inc4.99% of assets$3.29M invested
- 8. Toast Inc Class A2.73% of assets$1.8M invested
- 9. Ziff Davis Inc2.73% of assets$1.8M invested
- 10. Western Alliance Bancorp1.64% of assets$1.08M 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. GameStop Corp Class A0.9% of assets$593,586 invested
- 2. Strategy Class A3.69% of assets$2.43M invested
- 3. Coupang Inc Ordinary Shares - Class A5.29% of assets$3.48M invested
- 4. Shift4 Payments Inc Class A2.3% of assets$1.51M invested
- 5. Builders FirstSource Inc2.03% of assets$1.34M invested
- 6. Maplebear Inc3.76% of assets$2.47M invested
- 7. Jackson Financial Inc2.72% of assets$1.79M invested
- 8. Dropbox Inc Class A3.97% of assets$2.61M invested
- 9. Lithia Motors Inc Class A1.44% of assets$949,462 invested
- 10. MasterBrand Inc Ordinary Shares1.83% of assets$1.21M 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 MVPA at Morningstar.com
Find more financial data on MVPA 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
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer