STF Tactical Growth & Income ETF
Shareclass
STF Tactical Growth & Income ETF (TUGN)
Type
Exchange-traded fund
Manager
Gender equality score
52
/ 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
25/40
Equal compensation and work life balance
9/30
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.
STF Tactical Growth & Income ETF TUGN
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. AstraZeneca PLC ADR0.29% of assets$117,664 invested
- 2. Marriott International Inc Class A0.45% of assets$183,468 invested
- 3. Biogen Inc0.12% of assets$48,553 invested
- 4. PepsiCo Inc1.26% of assets$513,848 invested
- 5. PayPal Holdings Inc0.45% of assets$183,101 invested
- 6. Autodesk Inc0.4% of assets$161,808 invested
- 7. Exelon Corp0.32% of assets$131,977 invested
- 8. Mondelez International Inc Class A0.62% of assets$253,171 invested
- 9. Microsoft Corp8.17% of assets$3.34M invested
- 10. American Electric Power Co Inc0.39% of assets$161,427 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. Strategy Class A0.6% of assets$245,931 invested
- 2. Palantir Technologies Inc Ordinary Shares - Class A1.79% of assets$731,959 invested
- 3. PACCAR Inc0.32% of assets$130,624 invested
- 4. Old Dominion Freight Line Inc Ordinary Shares0.2% of assets$83,538 invested
- 5. Microchip Technology Inc0.17% of assets$67,784 invested
- 6. Charter Communications Inc Class A0.38% of assets$154,785 invested
- 7. The Trade Desk Inc Class A0.15% of assets$61,031 invested
- 8. Cintas Corp0.58% of assets$238,140 invested
- 9. CrowdStrike Holdings Inc Class A0.67% of assets$272,332 invested
- 10. O'Reilly Automotive Inc0.55% of assets$226,432 invested
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Financial performance
Performance data provided by
Find more financial data on TUGN at Morningstar.com
Find more financial data on TUGN at Morningstar.comGender Equality and Returns
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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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