Tremblant Global ETF
Shareclass
Tremblant Global ETF (TOGA)
Type
Exchange-traded fund
Manager
Gender equality score
44
/ 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: 1,047 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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.
Tremblant Global ETF TOGA
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. Mastercard Inc Class A1.88% of assets$2.9M invested
- 2. Uber Technologies Inc4.22% of assets$6.51M invested
- 3. Starbucks Corp0.87% of assets$1.35M invested
- 4. Meta Platforms Inc Class A1.17% of assets$1.8M invested
- 5. Visa Inc Class A1.93% of assets$2.97M invested
- 6. The Estee Lauder Companies Inc Class A2.53% of assets$3.9M invested
- 7. Adyen NV1.25% of assets$1.92M invested
- 8. DoorDash Inc Ordinary Shares - Class A3.97% of assets$6.13M invested
- 9. Palo Alto Networks Inc2.08% of assets$3.21M invested
- 10. Warner Bros. Discovery Inc Ordinary Shares - Class A2.52% of assets$3.9M 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. TKO Group Holdings Inc4.09% of assets$6.32M invested
- 2. Shopify Inc Registered Shs -A- Subord Vtg2.09% of assets$3.23M invested
- 3. Varonis Systems Inc2.47% of assets$3.81M invested
- 4. Coupang Inc Ordinary Shares - Class A3% of assets$4.62M invested
- 5. Wingstop Inc3.64% of assets$5.62M invested
- 6. Evercore Inc Class A2.14% of assets$3.3M invested
- 7. Five9 Inc1.29% of assets$1.99M invested
- 8. CTS Eventim AG & Co. KGaA2.98% of assets$4.61M invested
- 9. Charter Communications Inc Class A4.02% of assets$6.21M invested
- 10. DraftKings Inc Ordinary Shares - Class A2.72% of assets$4.2M invested
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Financial performance
Performance data provided by
Find more financial data on TOGA at Morningstar.com
Find more financial data on TOGA 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.
Benchmarking tool
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