Wahed Dow Jones Islamic World ETF

Shareclass

Wahed Dow Jones Islamic World ETF (UMMA)

Type

Exchange-traded fund

Manager

Wahed Invest

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

74.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 283 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. Sanofi SA
1.62% of assets
$1.89M invested
2. AstraZeneca PLC
2.94% of assets
$3.43M invested
3. GSK PLC
1.04% of assets
$1.22M invested
4. L'Oreal SA
1.12% of assets
$1.31M invested
5. BHP Group Ltd
1.61% of assets
$1.89M invested
6. Unilever PLC
1.96% of assets
$2.29M invested
7. Haleon PLC
0.55% of assets
$646,205 invested
8. Novartis AG Registered Shares
2.95% of assets
$3.45M invested
9. Schneider Electric SE
1.67% of assets
$1.95M invested
10. Experian PLC
0.56% of assets
$654,015 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. Constellation Software Inc
0.82% of assets
$953,113 invested
2. Waste Connections Inc
0.65% of assets
$759,861 invested
3. Keyence Corp
1.03% of assets
$1.2M invested
4. Canadian Natural Resources Ltd
0.87% of assets
$1.01M invested
5. Canon Inc
0.39% of assets
$460,804 invested
6. Fanuc Corp
0.33% of assets
$381,294 invested
7. Disco Corp
0.26% of assets
$302,668 invested
8. SMC Corp
0.28% of assets
$330,401 invested
9. Hitachi Ltd
1.42% of assets
$1.66M invested
10. Mitsubishi Electric Corp
0.51% of assets
$600,495 invested

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Financial performance

Performance data provided by

Find more financial data on UMMA at Morningstar.com

Gender Equality and Returns

Returns chart for Wahed Dow Jones Islamic World 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

UMMA

Wahed Dow Jones Islamic World ETF

Family

Wahed Invest

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

1.92% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

UMMA

Wahed Dow Jones Islamic World ETF

Family

Wahed Invest

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

1.92% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

UMMA

Wahed Dow Jones Islamic World ETF

Family

Wahed Invest

Category

Foreign Large Growth

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 3-yr returns

1.92% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
UMMA - Wahed Dow Jones Islamic World ETF

-0.43%

3.02%

57 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

-7.18%

-1.92%

Same

Find more financial data on UMMA at Morningstar.com

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