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: 600 out of 1,096 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
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
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. Swedbank AB Class A1.07% of assets$7.7M invested
- 2. Haleon PLC ADR1.2% of assets$8.58M invested
- 3. Lloyds Banking Group PLC1.29% of assets$9.27M invested
- 4. Schneider Electric SE0.64% of assets$4.61M invested
- 5. Willis Towers Watson PLC1.34% of assets$9.64M invested
- 6. Shell PLC ADR (Representing - Ordinary Shares)2.53% of assets$18.17M invested
- 7. JPMorgan Chase & Co1.65% of assets$11.86M invested
- 8. Compagnie de Saint-Gobain SA0.89% of assets$6.4M invested
- 9. Uber Technologies Inc1.02% of assets$7.3M invested
- 10. Microsoft Corp5.37% of assets$38.51M 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 Vtg1.21% of assets$8.69M invested
- 2. Hitachi Ltd0.7% of assets$4.99M invested
- 3. Denso Corp0.85% of assets$6.12M invested
- 4. Broadcom Inc0.96% of assets$6.87M invested
- 5. KDDI Corp0.8% of assets$5.77M invested
- 6. MercadoLibre Inc0.77% of assets$5.49M invested
- 7. BJ's Wholesale Club Holdings Inc0.72% of assets$5.2M invested
- 8. Applied Materials Inc1.23% of assets$8.83M invested
- 9. Shin-Etsu Chemical Co Ltd0.59% of assets$4.22M invested
- 10. Nintendo Co Ltd1.94% of assets$13.95M invested
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Financial performance
Performance data provided by
Find more financial data on RGEF at Morningstar.com

Gender Equality and Returns
Less than one year of returns available
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