SRH REIT Covered Call ETF
Shareclass
SRH REIT Covered Call ETF (SRHR)
Type
Exchange-traded fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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.
SRH REIT Covered Call ETF SRHR
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. VICI Properties Inc Ordinary Shares3.32% of assets$1.64M invested
- 2. Ventas Inc7.15% of assets$3.54M invested
- 3. Equinix Inc6.29% of assets$3.11M invested
- 4. Host Hotels & Resorts Inc3.24% of assets$1.6M invested
- 5. Rexford Industrial Realty Inc2.85% of assets$1.41M invested
- 6. Invitation Homes Inc1.41% of assets$695,164 invested
- 7. Healthpeak Properties Inc1.82% of assets$901,194 invested
- 8. Crown Castle Inc6.09% of assets$3.01M invested
- 9. Mid-America Apartment Communities Inc2.54% of assets$1.25M invested
- 10. Cousins Properties Inc4.12% of assets$2.04M 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. Lamar Advertising Co Class A9.07% of assets$4.48M invested
- 2. Highwoods Properties Inc4.81% of assets$2.38M invested
- 3. Apple Hospitality REIT Inc1.76% of assets$869,250 invested
- 4. First Industrial Realty Trust Inc4.13% of assets$2.04M invested
- 5. Digital Realty Trust Inc5.73% of assets$2.83M invested
- 6. National Storage Affiliates Trust2.44% of assets$1.2M invested
- 7. Extra Space Storage Inc3.78% of assets$1.87M invested
- 8. Sun Communities Inc4.12% of assets$2.04M invested
- 9. Vail Resorts Inc3.31% of assets$1.63M invested
- 10. EastGroup Properties Inc2.54% of assets$1.25M invested
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Financial performance
Performance data provided by
Find more financial data on SRHR at Morningstar.com
Find more financial data on SRHR at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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