Gender equality score
56
/ 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: 381 out of 1,447 funds
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Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
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.
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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. Procter & Gamble Co3.18% of assets$4.39M invested
- 2. General Mills Inc2.87% of assets$3.97M invested
- 3. Cummins Inc1.82% of assets$2.51M invested
- 4. JPMorgan Chase & Co2.05% of assets$2.82M invested
- 5. PepsiCo Inc3.34% of assets$4.61M invested
- 6. Johnson & Johnson3.18% of assets$4.38M invested
- 7. Verizon Communications Inc4.63% of assets$6.39M invested
- 8. Altria Group Inc2.22% of assets$3.06M invested
- 9. Merck & Co Inc3.92% of assets$5.41M invested
- 10. McDonald's Corp1.7% of assets$2.35M 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. Brookfield Infrastructure Corp Ordinary Shares - Class A (Exchangeable Sub1.96% of assets$2.71M invested
- 2. Lamar Advertising Co Class A2.51% of assets$3.46M invested
- 3. Blackstone Inc3.12% of assets$4.3M invested
- 4. Blue Owl Capital Inc Ordinary Shares - Class A1.98% of assets$2.73M invested
- 5. Moelis & Co Class A1.93% of assets$2.66M invested
- 6. Broadcom Inc1.61% of assets$2.23M invested
- 7. Simon Property Group Inc4.73% of assets$6.53M invested
- 8. Truist Financial Corp3.65% of assets$5.03M invested
- 9. Morgan Stanley1.95% of assets$2.69M invested
- 10. Texas Instruments Inc2.92% of assets$4.03M invested
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Financial performance
Performance data provided by
Find more financial data on TBG at Morningstar.com
Find more financial data on TBG 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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