SWP Growth & Income ETF
Shareclass
SWP Growth & Income ETF (SWP)
Type
Exchange-traded fund
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. Large Cap Equity
Ranking: 965 out of 1,459 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
SWP Growth & Income ETF SWP
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. AstraZeneca PLC ADR2.01% of assets$2.01M invested
- 2. Citigroup Inc2.13% of assets$2.12M invested
- 3. JPMorgan Chase & Co2.43% of assets$2.43M invested
- 4. Philip Morris International Inc2.51% of assets$2.51M invested
- 5. The Goldman Sachs Group Inc1.43% of assets$1.43M invested
- 6. Microsoft Corp6.95% of assets$6.95M invested
- 7. Salesforce Inc2.6% of assets$2.6M invested
- 8. BlackRock Inc2.24% of assets$2.24M invested
- 9. Target Corp1.66% of assets$1.66M invested
- 10. AbbVie Inc1.72% of assets$1.72M 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. Blackstone Inc2.42% of assets$2.42M invested
- 2. Dick's Sporting Goods Inc2.1% of assets$2.1M invested
- 3. Jefferies Financial Group Inc1.94% of assets$1.94M invested
- 4. Chart Industries Inc1.68% of assets$1.68M invested
- 5. Applied Industrial Technologies Inc2.22% of assets$2.22M invested
- 6. NextEra Energy Inc1.72% of assets$1.72M invested
- 7. Broadcom Inc3.99% of assets$3.98M invested
- 8. Digital Realty Trust Inc2.04% of assets$2.04M invested
- 9. Vulcan Materials Co1.08% of assets$1.08M invested
- 10. Roper Technologies Inc1.58% of assets$1.58M 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 SWP at Morningstar.com
Find more financial data on SWP 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