Tweedy, Browne Insider + Value ETF
Shareclass
Tweedy, Browne Insider + Value ETF (COPY)
Type
Exchange-traded fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 785 out of 1,096 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
Tweedy, Browne Insider + Value ETF COPY
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 Bank of Canada0.68% of assets$993,970 invested
- 2. GSK PLC0.48% of assets$708,993 invested
- 3. Canadian Imperial Bank of Commerce0.81% of assets$1.19M invested
- 4. Johnson Matthey PLC0.73% of assets$1.07M invested
- 5. Beazley PLC0.7% of assets$1.03M invested
- 6. Vodafone Group PLC0.67% of assets$982,531 invested
- 7. Burberry Group PLC1.13% of assets$1.67M invested
- 8. DNB Bank ASA0.68% of assets$1M invested
- 9. Puma SE0.43% of assets$625,389 invested
- 10. Magellan Financial Group Ltd0.5% of assets$735,238 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. Tidewater Inc0.53% of assets$782,660 invested
- 2. Matador Resources Co0.49% of assets$714,759 invested
- 3. Advance Auto Parts Inc0.49% of assets$728,160 invested
- 4. StoneX Group Inc1.24% of assets$1.82M invested
- 5. AutoNation Inc0.71% of assets$1.04M invested
- 6. Whitecap Resources Inc0.5% of assets$732,515 invested
- 7. Simmons First National Corp Class A0.54% of assets$793,879 invested
- 8. Tourmaline Oil Corp0.38% of assets$552,094 invested
- 9. Paramount Resources Ltd Class A0.3% of assets$444,947 invested
- 10. Cleveland-Cliffs Inc0.35% of assets$512,420 invested
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Financial performance
Performance data provided by
Find more financial data on COPY at Morningstar.com
Find more financial data on COPY at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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