Touchstone Climate Transition ETF
Shareclass
Touchstone Climate Transition ETF (HEAT)
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
Universe: Groups
Group: International Equity Funds
Ranking: 817 out of 1,094 funds
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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
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.
Touchstone Climate Transition ETF HEAT
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. National Grid PLC2.37% of assets$266,661 invested
- 2. Enel SpA2.12% of assets$238,648 invested
- 3. Schneider Electric SE1.87% of assets$209,882 invested
- 4. Xylem Inc1.96% of assets$220,045 invested
- 5. SSE PLC1.91% of assets$214,389 invested
- 6. Uber Technologies Inc2.13% of assets$239,782 invested
- 7. Autodesk Inc1.37% of assets$154,462 invested
- 8. Siemens AG1.85% of assets$207,819 invested
- 9. Verisk Analytics Inc1.53% of assets$172,024 invested
- 10. Kerry Group PLC Class A1.77% of assets$198,769 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. MasTec Inc1.6% of assets$179,617 invested
- 2. Keyence Corp1.73% of assets$194,946 invested
- 3. Steel Dynamics Inc1.51% of assets$169,608 invested
- 4. Capstone Copper Corp1.29% of assets$145,208 invested
- 5. O'Reilly Automotive Inc2.18% of assets$244,971 invested
- 6. Shimano Inc2.11% of assets$237,286 invested
- 7. Pan American Silver Corp1.86% of assets$208,939 invested
- 8. Enphase Energy Inc2.06% of assets$231,198 invested
- 9. NextEra Energy Inc2.17% of assets$244,358 invested
- 10. United Rentals Inc1.75% of assets$197,410 invested
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Financial performance
Performance data provided by
Find more financial data on HEAT at Morningstar.com
Find more financial data on HEAT 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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