Relative Strength Managed Volatility Strategy ETF
Shareclass
Relative Strength Managed Vol Stgy ETF (RSMV)
Type
Exchange-traded fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 202 out of 1,447 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Sustainability report card
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Relative Strength Managed Volatility Strategy ETF RSMV
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. Procter & Gamble Co3.88% of assets$2.05M invested
- 2. Bank of America Corp3.69% of assets$1.95M invested
- 3. Mastercard Inc Class A3.75% of assets$1.98M invested
- 4. JPMorgan Chase & Co3.66% of assets$1.93M invested
- 5. Johnson & Johnson3.87% of assets$2.04M invested
- 6. Microsoft Corp3.78% of assets$1.99M invested
- 7. AbbVie Inc3.82% of assets$2.01M invested
- 8. Exxon Mobil Corp3.51% of assets$1.85M invested
- 9. Visa Inc Class A3.76% of assets$1.98M invested
- 10. Walmart Inc3.82% of assets$2.01M 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. Berkshire Hathaway Inc Class B3.7% of assets$1.95M invested
- 2. Broadcom Inc3.9% of assets$2.06M invested
- 3. Costco Wholesale Corp3.83% of assets$2.02M invested
- 4. The Home Depot Inc3.63% of assets$1.92M invested
- 5. NVIDIA Corp3.76% of assets$1.98M invested
- 6. Oracle Corp3.84% of assets$2.03M invested
- 7. Apple Inc3.55% of assets$1.87M invested
- 8. Netflix Inc3.78% of assets$1.99M invested
- 9. Eli Lilly and Co3.72% of assets$1.97M invested
- 10. Alphabet Inc Class C3.91% of assets$2.07M invested
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Financial performance
Performance data provided by
Find more financial data on RSMV at Morningstar.com
Find more financial data on RSMV at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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