Gender equality score
49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,534 out of 2,538 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
16/20
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.
Mohr Company Nav ETF CNAV
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. Expedia Group Inc2.35% of assets$740,710 invested
- 2. AT&T Inc2.41% of assets$758,952 invested
- 3. Atlassian Corp Class A2.66% of assets$836,528 invested
- 4. Vistra Corp2.67% of assets$841,817 invested
- 5. Cencora Inc2.61% of assets$820,354 invested
- 6. Meta Platforms Inc Class A2.33% of assets$734,013 invested
- 7. Lululemon Athletica Inc2.39% of assets$752,470 invested
- 8. Cloudflare Inc2.62% of assets$825,411 invested
- 9. HubSpot Inc2.63% of assets$827,971 invested
- 10. Alphabet Inc Class A2.5% of assets$787,489 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. TKO Group Holdings Inc2.63% of assets$827,909 invested
- 2. Chewy Inc2.79% of assets$879,038 invested
- 3. Berkshire Hathaway Inc Class B2.48% of assets$779,612 invested
- 4. Brown & Brown Inc2.19% of assets$690,586 invested
- 5. WR Berkley Corp2.52% of assets$793,106 invested
- 6. Broadcom Inc2.86% of assets$900,952 invested
- 7. Marvell Technology Inc2% of assets$628,820 invested
- 8. Jabil Inc2.66% of assets$837,590 invested
- 9. AutoZone Inc2.46% of assets$775,096 invested
- 10. BJ's Wholesale Club Holdings Inc2.56% of assets$805,874 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 CNAV at Morningstar.com
Find more financial data on CNAV at Morningstar.comGender Equality and Returns
Less than one year of returns available
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