Tema Heart & Health ETF
Shareclass
Tema Heart & Health ETF (HRTS)
Type
Exchange-traded fund
Manager
Gender equality score
55
/ 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
28/40
Equal compensation and work life balance
9/30
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.
Tema Heart & Health ETF HRTS
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 PLC4.19% of assets$2.11M invested
- 2. Novartis AG Registered Shares2.93% of assets$1.47M invested
- 3. Novo Nordisk AS Class B2.33% of assets$1.17M invested
- 4. Boston Scientific Corp3.6% of assets$1.81M invested
- 5. Johnson & Johnson3.11% of assets$1.57M invested
- 6. Bristol-Myers Squibb Co1.78% of assets$895,555 invested
- 7. Vertex Pharmaceuticals Inc2.54% of assets$1.28M invested
- 8. Merck & Co Inc2.34% of assets$1.18M invested
- 9. Neurocrine Biosciences Inc1.01% of assets$508,109 invested
- 10. Roche Holding AG ADR4.13% of assets$2.08M 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. BridgeBio Pharma Inc2.03% of assets$1.02M invested
- 2. Viking Therapeutics Inc0.52% of assets$261,038 invested
- 3. Scholar Rock Holding Corp0.76% of assets$382,305 invested
- 4. Madrigal Pharmaceuticals Inc1.31% of assets$658,092 invested
- 5. Arrowhead Pharmaceuticals Inc2.14% of assets$1.08M invested
- 6. Crinetics Pharmaceuticals Inc1.87% of assets$939,818 invested
- 7. Revolution Medicines Inc Ordinary Shares1.72% of assets$867,007 invested
- 8. Ascendis Pharma AS ADR1.43% of assets$719,107 invested
- 9. Ionis Pharmaceuticals Inc1.76% of assets$886,102 invested
- 10. Masimo Corp1.21% of assets$610,702 invested
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Financial performance
Performance data provided by
Find more financial data on HRTS at Morningstar.com
Find more financial data on HRTS 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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