Tremblant Global ETF

Shareclass
Tremblant Global ETF (TOGA)
Type
Exchange-traded fund
Gender equality score
Gender equality score

44
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

F
4.9
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 1,047 out of 1,100 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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 A
    1.88% of assets
    $2.9M invested
  • 2. Uber Technologies Inc
    4.22% of assets
    $6.51M invested
  • 3. Starbucks Corp
    0.87% of assets
    $1.35M invested
  • 4. Meta Platforms Inc Class A
    1.17% of assets
    $1.8M invested
  • 5. Visa Inc Class A
    1.93% of assets
    $2.97M invested
  • 6. The Estee Lauder Companies Inc Class A
    2.53% of assets
    $3.9M invested
  • 7. Adyen NV
    1.25% of assets
    $1.92M invested
  • 8. DoorDash Inc Ordinary Shares - Class A
    3.97% of assets
    $6.13M invested
  • 9. Palo Alto Networks Inc
    2.08% of assets
    $3.21M invested
  • 10. Warner Bros. Discovery Inc Ordinary Shares - Class A
    2.52% of assets
    $3.9M invested
Bottom scoring holdings
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 Inc
    4.09% of assets
    $6.32M invested
  • 2. Shopify Inc Registered Shs -A- Subord Vtg
    2.09% of assets
    $3.23M invested
  • 3. Varonis Systems Inc
    2.47% of assets
    $3.81M invested
  • 4. Coupang Inc Ordinary Shares - Class A
    3% of assets
    $4.62M invested
  • 5. Wingstop Inc
    3.64% of assets
    $5.62M invested
  • 6. Evercore Inc Class A
    2.14% of assets
    $3.3M invested
  • 7. Five9 Inc
    1.29% of assets
    $1.99M invested
  • 8. CTS Eventim AG & Co. KGaA
    2.98% of assets
    $4.61M invested
  • 9. Charter Communications Inc Class A
    4.02% of assets
    $6.21M invested
  • 10. DraftKings Inc Ordinary Shares - Class A
    2.72% of assets
    $4.2M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on TOGA at Morningstar.com
Gender Equality and Returns
Returns chart for Tremblant Global ETF
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
Current fund
TOGA
Tremblant Global ETF
Family
Tremblant Advisors LP
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 1-yr returns 
7.14% more  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
TOGA
Tremblant Global ETF
Family
Tremblant Advisors LP
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 1-yr returns 
7.14% more  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
TOGA
Tremblant Global ETF
Family
Tremblant Advisors LP
Category
Global Large-Stock Growth
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 1-yr returns 
7.14% more  in annualized returns
Lower overall gender equality score 
11 / 100 points lower
Lower gender balance in leadership and workforce score 
4 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
3 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
TOGA - Tremblant Global ETF
19%
/
/
/
44  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
12%
10%
13%
8.76%
55  / 100 points
Fund compared to benchmark
 
7.14%
/
/
/
11  / 100 points lower
Find more financial data on TOGA at Morningstar.com
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