WBI BullBear Value 3000 ETF
Shareclass
WBI BullBear Value 3000 ETF (WBIF)
Type
Exchange-traded fund
Manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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.
WBI BullBear Value 3000 ETF WBIF
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. Service Corp International3.81% of assets$1.06M invested
- 2. Mondelez International Inc Class A1.65% of assets$462,603 invested
- 3. The Hershey Co3.96% of assets$1.11M invested
- 4. Microsoft Corp2.82% of assets$788,148 invested
- 5. American Electric Power Co Inc3.59% of assets$1M invested
- 6. Booz Allen Hamilton Holding Corp Class A0.39% of assets$109,458 invested
- 7. Paychex Inc3.91% of assets$1.09M invested
- 8. Voya Financial Inc4.53% of assets$1.27M invested
- 9. Alphabet Inc Class A2.79% of assets$779,390 invested
- 10. Amazon.com Inc2.69% of assets$751,696 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. NewMarket Corp3.59% of assets$1M invested
- 2. Comfort Systems USA Inc1.9% of assets$531,127 invested
- 3. ADT Inc4.2% of assets$1.17M invested
- 4. Tyson Foods Inc Class A4.33% of assets$1.21M invested
- 5. Penske Automotive Group Inc4.71% of assets$1.32M invested
- 6. American Financial Group Inc1% of assets$279,159 invested
- 7. Fidelity National Financial Inc4.04% of assets$1.13M invested
- 8. EMCOR Group Inc1.11% of assets$310,542 invested
- 9. Atmos Energy Corp1.93% of assets$539,877 invested
- 10. Qualcomm Inc4.03% of assets$1.13M invested
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Financial performance
Performance data provided by
Find more financial data on WBIF at Morningstar.com
Find more financial data on WBIF 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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More from Invest Your Values
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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