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: 425 out of 1,094 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
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 PLC1.27% of assets$8.22M invested
- 2. Shell PLC ADR (Representing - Ordinary Shares)2.84% of assets$18.45M invested
- 3. Schneider Electric SE1.38% of assets$8.98M invested
- 4. Swedbank AB Class A0.98% of assets$6.36M invested
- 5. Compagnie de Saint-Gobain SA1.58% of assets$10.26M invested
- 6. JPMorgan Chase & Co1.04% of assets$6.75M invested
- 7. Uber Technologies Inc1.14% of assets$7.42M invested
- 8. Microsoft Corp4.5% of assets$29.2M invested
- 9. Keysight Technologies Inc0.86% of assets$5.55M invested
- 10. TotalEnergies SE ADR1.36% of assets$8.8M 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$4.38M invested
- 2. Hitachi Ltd1.28% of assets$8.33M invested
- 3. Denso Corp0.82% of assets$5.34M invested
- 4. Broadcom Inc0.61% of assets$3.96M invested
- 5. Datadog Inc Class A0.47% of assets$3.06M invested
- 6. Applied Materials Inc0.91% of assets$5.93M invested
- 7. Shin-Etsu Chemical Co Ltd0.62% of assets$4.02M invested
- 8. Sony Group Corp1.72% of assets$11.16M invested
- 9. AutoZone Inc1.77% of assets$11.5M invested
- 10. Epiroc AB Ordinary Shares - Class A0.74% of assets$4.84M 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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