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: 992 out of 2,538 funds
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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
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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. Accenture PLC Class A4.75% of assets$22.02M invested
- 2. 3M Co4.71% of assets$21.8M invested
- 3. Trane Technologies PLC Class A5.64% of assets$26.11M invested
- 4. Meta Platforms Inc Class A4.69% of assets$21.72M invested
- 5. Walmart Inc5.43% of assets$25.15M invested
- 6. Lululemon Athletica Inc4.75% of assets$22.01M invested
- 7. Deckers Outdoor Corp4.91% of assets$22.73M invested
- 8. Alphabet Inc Class A5.05% of assets$23.4M invested
- 9. Waters Corp4.73% of assets$21.93M invested
- 10. W.W. Grainger Inc5.14% of assets$23.82M 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 Corp5.32% of assets$24.62M invested
- 2. Costco Wholesale Corp5.13% of assets$23.74M invested
- 3. Arista Networks Inc5.32% of assets$24.62M invested
- 4. MSCI Inc4.8% of assets$22.21M invested
- 5. NVIDIA Corp5.04% of assets$23.34M invested
- 6. Oracle Corp5.03% of assets$23.29M invested
- 7. F5 Inc4.93% of assets$22.85M invested
- 8. ResMed Inc5.27% of assets$24.41M invested
- 9. Apple Inc4.75% of assets$21.98M invested
- 10. W.W. Grainger Inc5.14% of assets$23.82M invested
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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
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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
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