Point Bridge America First ETF

Shareclass

Point Bridge America First ETF (MAGA)

Type

Exchange-traded fund

Manager

Point Bridge Capital

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

35.5

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,638 out of 2,538 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Dow Inc
0.6% of assets
$175,954 invested
2. Bank of America Corp
0.66% of assets
$193,458 invested
3. Exelon Corp
0.9% of assets
$263,344 invested
4. Kimberly-Clark Corp
0.77% of assets
$227,716 invested
5. Altria Group Inc
0.87% of assets
$254,345 invested
6. VICI Properties Inc Ordinary Shares
0.82% of assets
$241,591 invested
7. Yum Brands Inc
0.88% of assets
$258,907 invested
8. American Electric Power Co Inc
0.84% of assets
$247,340 invested
9. Amgen Inc
0.78% of assets
$228,954 invested
10. Ecolab Inc
0.77% of assets
$225,533 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. Heico Corp Class A
0.81% of assets
$237,097 invested
2. Heico Corp
0.8% of assets
$235,714 invested
3. Rollins Inc
0.88% of assets
$259,199 invested
4. Lennar Corp Class A
0.63% of assets
$185,832 invested
5. Lennar Corp Class B
0.63% of assets
$184,515 invested
6. Old Dominion Freight Line Inc Ordinary Shares
0.63% of assets
$185,469 invested
7. Reliance Inc
0.76% of assets
$223,378 invested
8. NVR Inc
0.68% of assets
$199,521 invested
9. Blackstone Inc
0.57% of assets
$167,008 invested
10. Nucor Corp
0.71% of assets
$208,778 invested

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Financial performance

Performance data provided by

Find more financial data on MAGA at Morningstar.com

Gender Equality and Returns

Returns chart for Point Bridge America First ETF

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

Current fund

MAGA

Point Bridge America First ETF

Family

Point Bridge Capital

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

1.65% more in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

MAGA

Point Bridge America First ETF

Family

Point Bridge Capital

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

1.65% more in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

MAGA

Point Bridge America First ETF

Family

Point Bridge Capital

Category

Mid-Cap Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 5-yr returns

1.65% more in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
MAGA - Point Bridge America First ETF

8.09%

7.95%

17%

48 / 100 points

Benchmark

12%

16%

12%

55 / 100 points

Fund compared to benchmark

-3.97%

-4.19%

1.65%

7 / 100 points lower

Find more financial data on MAGA at Morningstar.com

What's next?

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