Otter Creek Focus Strategy ETF
Shareclass
Otter Creek Focus Strategy ETF (OCFS)
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. Equity Fund
Ranking: 1,695 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
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.
Otter Creek Focus Strategy ETF OCFS
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. 3M Co3.31% of assets$293,795 invested
- 2. Workday Inc Class A3.7% of assets$328,790 invested
- 3. Jacobs Solutions Inc3.19% of assets$283,502 invested
- 4. Nasdaq Inc3.13% of assets$277,862 invested
- 5. Parsons Corp5.72% of assets$508,470 invested
- 6. CenterPoint Energy Inc3.54% of assets$314,738 invested
- 7. LPL Financial Holdings Inc4.59% of assets$408,372 invested
- 8. L3Harris Technologies Inc3.71% of assets$330,030 invested
- 9. Ameren Corp3.04% of assets$270,131 invested
- 10. Avantor Inc1.23% of assets$109,701 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. Ryan Specialty Holdings Inc Class A1.76% of assets$156,307 invested
- 2. Vertiv Holdings Co Class A4.36% of assets$387,711 invested
- 3. Brown & Brown Inc3.14% of assets$279,265 invested
- 4. DraftKings Inc Ordinary Shares - Class A2.86% of assets$253,770 invested
- 5. SS&C Technologies Holdings Inc2.37% of assets$211,075 invested
- 6. WR Berkley Corp4.78% of assets$424,907 invested
- 7. Canadian Pacific Kansas City Ltd2.08% of assets$185,233 invested
- 8. Guidewire Software Inc3.31% of assets$294,254 invested
- 9. SBA Communications Corp Class A3.13% of assets$278,206 invested
- 10. Take-Two Interactive Software Inc2.71% of assets$241,253 invested
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Financial performance
Performance data provided by
Find more financial data on OCFS at Morningstar.com
Find more financial data on OCFS at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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