Gender equality score
53
/ 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
6/30
Policies promoting gender equality
17/20
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.
Residential REIT ETF HAUS
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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. Welltower Inc4.57% of assets$348,683 invested
- 2. Ventas Inc4.74% of assets$361,497 invested
- 3. AvalonBay Communities Inc4.11% of assets$313,578 invested
- 4. Camden Property Trust4.26% of assets$325,499 invested
- 5. Essex Property Trust Inc4.27% of assets$326,042 invested
- 6. Equity Residential4.19% of assets$319,549 invested
- 7. Invitation Homes Inc4.38% of assets$334,450 invested
- 8. Equity Lifestyle Properties Inc4.52% of assets$345,116 invested
- 9. Independence Realty Trust Inc4.39% of assets$335,406 invested
- 10. Mid-America Apartment Communities Inc4.2% of assets$320,319 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. UDR Inc4.13% of assets$315,237 invested
- 2. Sun Communities Inc4.44% of assets$339,035 invested
- 3. Extra Space Storage Inc4.26% of assets$325,571 invested
- 4. Public Storage4.32% of assets$330,094 invested
- 5. American Homes 4 Rent Class A4.34% of assets$331,547 invested
- 6. Mid-America Apartment Communities Inc4.2% of assets$320,319 invested
- 7. Independence Realty Trust Inc4.39% of assets$335,406 invested
- 8. Equity Lifestyle Properties Inc4.52% of assets$345,116 invested
- 9. Invitation Homes Inc4.38% of assets$334,450 invested
- 10. Equity Residential4.19% of assets$319,549 invested
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Financial performance
Performance data provided by
Find more financial data on HAUS at Morningstar.com
Find more financial data on HAUS 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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