SMI 3Fourteen Full-Cycle Trend ETF
Shareclass
SMI 3Fourteen Full-Cycle Trend ETF (FCTE)
Type
Exchange-traded fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 979 out of 2,554 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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.
SMI 3Fourteen Full-Cycle Trend ETF FCTE
Environment
Social
Search more funds
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. Accenture PLC Class A5% of assets$20.51M invested
- 2. 3M Co4.99% of assets$20.49M invested
- 3. Trane Technologies PLC Class A5.01% of assets$20.55M invested
- 4. Meta Platforms Inc Class A4.98% of assets$20.44M invested
- 5. Walmart Inc5.01% of assets$20.57M invested
- 6. Lululemon Athletica Inc4.94% of assets$20.27M invested
- 7. Deckers Outdoor Corp5.02% of assets$20.59M invested
- 8. Alphabet Inc Class A4.98% of assets$20.42M invested
- 9. Waters Corp5.02% of assets$20.61M invested
- 10. Air Products & Chemicals Inc5% of assets$20.54M 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. Fair Isaac Corp5.02% of assets$20.61M invested
- 2. Costco Wholesale Corp4.98% of assets$20.44M invested
- 3. Arista Networks Inc4.98% of assets$20.44M invested
- 4. MSCI Inc5% of assets$20.51M invested
- 5. NVIDIA Corp5.07% of assets$20.8M invested
- 6. Oracle Corp5% of assets$20.53M invested
- 7. F5 Inc5.02% of assets$20.59M invested
- 8. ResMed Inc5.01% of assets$20.57M invested
- 9. Apple Inc4.99% of assets$20.49M invested
- 10. Air Products & Chemicals Inc5% of assets$20.54M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on FCTE at Morningstar.com
Find more financial data on FCTE at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer