Gender equality score
38
/ 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: 2,433 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
17/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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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.
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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. Affirm Holdings Inc Ordinary Shares - Class A2.37% of assets$545,724 invested
- 2. The Goldman Sachs Group Inc2.41% of assets$553,216 invested
- 3. Vistra Corp0.35% of assets$80,196 invested
- 4. Meta Platforms Inc Class A1.16% of assets$267,280 invested
- 5. Cloudflare Inc2.4% of assets$552,140 invested
- 6. Boeing Co3.19% of assets$733,446 invested
- 7. Amazon.com Inc0.74% of assets$169,824 invested
- 8. Dell Technologies Inc Ordinary Shares - Class C0.51% of assets$116,324 invested
- 9. NVIDIA Corp9.18% of assets$2.11M invested
- 10. Delta Air Lines Inc0.78% of assets$180,360 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. Astera Labs Inc3.56% of assets$817,850 invested
- 2. Shopify Inc Registered Shs -A- Subord Vtg1.7% of assets$392,000 invested
- 3. Strategy Class A3.44% of assets$791,833 invested
- 4. Palantir Technologies Inc Ordinary Shares - Class A7.31% of assets$1.68M invested
- 5. Upstart Holdings Inc Ordinary Shares2.46% of assets$566,695 invested
- 6. Steel Dynamics Inc2.32% of assets$533,526 invested
- 7. Super Micro Computer Inc0.16% of assets$37,148 invested
- 8. Five9 Inc0.55% of assets$126,700 invested
- 9. Snowflake Inc Ordinary Shares - Class A7.42% of assets$1.71M invested
- 10. RH Class A1.96% of assets$450,898 invested
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Financial performance
Performance data provided by
Find more financial data on ONERX at Morningstar.com
Find more financial data on ONERX 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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