Rockefeller Global Equity ETF
Shareclass
Rockefeller Global Equity ETF (RGEF)
Type
Exchange-traded fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 543 out of 1,102 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
Rockefeller Global Equity ETF RGEF
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. Lloyds Banking Group PLC1.3% of assets$9.15M invested
- 2. Swedbank AB Class A1.03% of assets$7.27M invested
- 3. Haleon PLC ADR1.3% of assets$9.16M invested
- 4. Schneider Electric SE0.71% of assets$5.01M invested
- 5. Shell PLC ADR (Representing - Ordinary Shares)2.48% of assets$17.47M invested
- 6. JPMorgan Chase & Co1.62% of assets$11.42M invested
- 7. Compagnie de Saint-Gobain SA0.99% of assets$7M invested
- 8. Uber Technologies Inc1.04% of assets$7.33M invested
- 9. Microsoft Corp5.41% of assets$38.14M invested
- 10. Roche Holding AG0.87% of assets$6.14M 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. Shopify Inc Registered Shs -A- Subord Vtg1.02% of assets$7.16M invested
- 2. Hitachi Ltd0.76% of assets$5.33M invested
- 3. Denso Corp0.81% of assets$5.74M invested
- 4. Broadcom Inc0.91% of assets$6.43M invested
- 5. KDDI Corp0.81% of assets$5.74M invested
- 6. Datadog Inc Class A0.58% of assets$4.08M invested
- 7. Applied Materials Inc1.44% of assets$10.14M invested
- 8. Shin-Etsu Chemical Co Ltd0.65% of assets$4.57M invested
- 9. Sony Group Corp1.6% of assets$11.25M invested
- 10. AutoZone Inc1.35% of assets$9.55M invested
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Financial performance
Performance data provided by
Find more financial data on RGEF at Morningstar.com
Find more financial data on RGEF at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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