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 Funds
Ranking: 424 out of 1,100 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. Haleon PLC ADR1.4% of assets$9.05M invested
- 2. Lloyds Banking Group PLC1.33% of assets$8.6M invested
- 3. Shell PLC ADR (Representing - Ordinary Shares)2.5% of assets$16.15M invested
- 4. Schneider Electric SE0.69% of assets$4.43M invested
- 5. Swedbank AB Class A1.07% of assets$6.94M invested
- 6. JPMorgan Chase & Co1.49% of assets$9.64M invested
- 7. Compagnie de Saint-Gobain SA1.01% of assets$6.55M invested
- 8. Uber Technologies Inc1.15% of assets$7.41M invested
- 9. Microsoft Corp4.74% of assets$30.58M invested
- 10. Keysight Technologies Inc0.83% of assets$5.36M 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 Vtg0.67% of assets$4.33M invested
- 2. Hitachi Ltd0.71% of assets$4.58M invested
- 3. Denso Corp0.86% of assets$5.57M invested
- 4. Broadcom Inc0.7% of assets$4.53M invested
- 5. KDDI Corp0.92% of assets$5.95M invested
- 6. Datadog Inc Class A0.49% of assets$3.13M invested
- 7. Applied Materials Inc1.3% of assets$8.42M invested
- 8. Shin-Etsu Chemical Co Ltd0.66% of assets$4.27M invested
- 9. Sony Group Corp1.8% of assets$11.64M invested
- 10. AutoZone Inc1.75% of assets$11.3M 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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