Motley Fool Next Index ETF
Shareclass
Motley Fool Next ETF (TMFX)
Type
Exchange-traded fund
Manager
Gender equality score
43
/ 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: 1,999 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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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.
Motley Fool Next Index ETF TMFX
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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. Etsy Inc0.27% of assets$77,394 invested
- 2. Hasbro Inc0.5% of assets$143,608 invested
- 3. Illumina Inc0.71% of assets$204,398 invested
- 4. WEX Inc0.29% of assets$84,089 invested
- 5. New York Times Co Class A0.49% of assets$141,343 invested
- 6. Neurocrine Biosciences Inc0.62% of assets$178,550 invested
- 7. Biomarin Pharmaceutical Inc0.7% of assets$202,025 invested
- 8. Zillow Group Inc Class C0.93% of assets$270,330 invested
- 9. GitLab Inc Class A0.44% of assets$127,269 invested
- 10. Upwork Inc0.1% of assets$29,614 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. Axos Financial Inc0.21% of assets$60,243 invested
- 2. Chewy Inc0.88% of assets$254,925 invested
- 3. RBC Bearings Inc0.59% of assets$170,856 invested
- 4. Alarm.com Holdings Inc0.15% of assets$44,220 invested
- 5. Carvana Co Class A1.9% of assets$550,032 invested
- 6. U-Haul Holding Co0.64% of assets$184,845 invested
- 7. Celsius Holdings Inc0.47% of assets$136,694 invested
- 8. Viking Therapeutics Inc0.19% of assets$53,871 invested
- 9. Heico Corp1.77% of assets$512,804 invested
- 10. Kinsale Capital Group Inc0.58% of assets$168,446 invested
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Financial performance
Performance data provided by
Find more financial data on TMFX at Morningstar.com
Find more financial data on TMFX 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
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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
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