NYLI Healthy Hearts ETF
Shareclass
NYLI Healthy Hearts ETF (HART)
Type
Exchange-traded fund
Gender equality score
60
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
30/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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.
NYLI Healthy Hearts ETF HART
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. Sanofi SA4.98% of assets$446,314 invested
- 2. AstraZeneca PLC5.22% of assets$467,665 invested
- 3. Novo Nordisk AS Class B4.18% of assets$374,477 invested
- 4. Puma SE0.47% of assets$42,087 invested
- 5. Boston Scientific Corp5.52% of assets$494,406 invested
- 6. Novartis AG Registered Shares5.76% of assets$515,503 invested
- 7. General Mills Inc0.86% of assets$77,049 invested
- 8. Koninklijke Philips NV0.51% of assets$46,070 invested
- 9. Moncler SpA0.49% of assets$44,318 invested
- 10. Johnson & Johnson5.12% of assets$458,490 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. Garmin Ltd0.91% of assets$81,391 invested
- 2. iRhythm Technologies Inc0.7% of assets$62,242 invested
- 3. Beam Therapeutics Inc0.33% of assets$29,301 invested
- 4. Dick's Sporting Goods Inc0.43% of assets$38,917 invested
- 5. Nihon Kohden Corp0.45% of assets$40,374 invested
- 6. Encompass Health Corp0.66% of assets$58,878 invested
- 7. Tenet Healthcare Corp0.73% of assets$64,976 invested
- 8. Rhythm Pharmaceuticals Inc0.61% of assets$54,461 invested
- 9. Shimano Inc0.57% of assets$51,307 invested
- 10. Hayward Holdings Inc0.52% of assets$46,928 invested
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Financial performance
Performance data provided by
Find more financial data on HART at Morningstar.com
Find more financial data on HART at Morningstar.comGender Equality and Returns
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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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