Trenchless Fund ETF
Shareclass
Trenchless Fund ETF (RVER)
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
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 9 out of 1,085 funds
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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
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.
Trenchless Fund ETF RVER
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. Novo Nordisk AS ADR8.21% of assets$8.27M invested
- 2. PayPal Holdings Inc5.39% of assets$5.42M invested
- 3. Lvmh Moet Hennessy Louis Vuitton SE ADR5.25% of assets$5.28M invested
- 4. Atlassian Corp Class A4.21% of assets$4.24M invested
- 5. Meta Platforms Inc Class A4.83% of assets$4.86M invested
- 6. Lululemon Athletica Inc3.61% of assets$3.63M invested
- 7. Alphabet Inc Class A5.14% of assets$5.17M invested
- 8. Grab Holdings Ltd Class A1.91% of assets$1.92M invested
- 9. Dell Technologies Inc Ordinary Shares - Class C2.73% of assets$2.74M invested
- 10. Amazon.com Inc8.99% of assets$9.06M 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. Cleanspark Inc1.77% of assets$1.78M invested
- 2. Maplebear Inc2.2% of assets$2.21M invested
- 3. SoFi Technologies Inc Ordinary Shares2.65% of assets$2.67M invested
- 4. Oscar Health Inc Class A4.38% of assets$4.41M invested
- 5. Cheniere Energy Inc3.81% of assets$3.84M invested
- 6. KB Home2.86% of assets$2.88M invested
- 7. Rocket Companies Inc Ordinary Shares Class A4.76% of assets$4.8M invested
- 8. Monday.Com Ltd Ordinary Shares5.24% of assets$5.28M invested
- 9. Eli Lilly and Co9.08% of assets$9.15M invested
- 10. Amazon.com Inc8.99% of assets$9.06M invested
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Financial performance
Performance data provided by
Find more financial data on RVER at Morningstar.com
Find more financial data on RVER 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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