Sarmaya Thematic ETF

Shareclass
Sarmaya Thematic ETF (LENS)
Type
Exchange-traded fund
Gender equality score
Gender equality score

52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
23.3
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 840 out of 1,094 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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. BHP Group Ltd ADR
    1.8% of assets
    $63,102 invested
  • 2. TotalEnergies SE ADR
    2.03% of assets
    $71,482 invested
  • 3. Siemens AG ADR
    0.89% of assets
    $31,153 invested
  • 4. Chevron Corp
    2.97% of assets
    $104,389 invested
  • 5. GE Aerospace
    0.95% of assets
    $33,225 invested
  • 6. Exxon Mobil Corp
    4.65% of assets
    $163,529 invested
  • 7. Freeport-McMoRan Inc
    1.42% of assets
    $49,899 invested
  • 8. Agnico Eagle Mines Ltd
    4.18% of assets
    $146,787 invested
  • 9. Wheaton Precious Metals Corp
    2.03% of assets
    $71,497 invested
  • 10. Cameco Corp
    1.57% of assets
    $55,196 invested
Bottom scoring holdings
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. Alamos Gold Inc Class A
    1.02% of assets
    $35,725 invested
  • 2. Southern Copper Corp
    1.91% of assets
    $67,144 invested
  • 3. Franco-Nevada Corp
    2.02% of assets
    $70,902 invested
  • 4. Range Resources Corp
    2.97% of assets
    $104,337 invested
  • 5. Cheniere Energy Inc
    2.82% of assets
    $99,271 invested
  • 6. Transocean Ltd
    1.53% of assets
    $53,779 invested
  • 7. Diamondback Energy Inc
    1.72% of assets
    $60,275 invested
  • 8. CF Industries Holdings Inc
    1.62% of assets
    $56,893 invested
  • 9. Antero Resources Corp
    2.87% of assets
    $101,019 invested
  • 10. EQT Corp
    1.93% of assets
    $67,856 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on LENS at Morningstar.com
Gender Equality and Returns
  Less than one year of returns available
Benchmarking tool
Current fund
LENS
Sarmaya Thematic ETF
Family
Sarmaya Partners, LLC
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
LENS
Sarmaya Thematic ETF
Family
Sarmaya Partners, LLC
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
LENS
Sarmaya Thematic ETF
Family
Sarmaya Partners, LLC
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Lower overall gender equality score 
3 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
2 / 30 points lower
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
LENS - Sarmaya Thematic ETF
/
/
/
/
52  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
7.43%
7.17%
15%
8.99%
55  / 100 points
Fund compared to benchmark
 
  Less than one year of returns available
3  / 100 points lower
Find more financial data on LENS at Morningstar.com
What's next?
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