Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 184 out of 867 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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.
Wireless Fund WIREX
Environment
Social
Search more funds
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. PayPal Holdings Inc3.94% of assets$394,317 invested
- 2. Microsoft Corp11% of assets$1.07M invested
- 3. Telefonaktiebolaget L M Ericsson ADR0.93% of assets$93,012 invested
- 4. Meta Platforms Inc Class A4.82% of assets$483,046 invested
- 5. Adobe Inc1.33% of assets$133,404 invested
- 6. Alphabet Inc Class A10% of assets$1.01M invested
- 7. Motorola Solutions Inc4.87% of assets$487,653 invested
- 8. T-Mobile US Inc4.08% of assets$408,350 invested
- 9. Cisco Systems Inc1.61% of assets$161,320 invested
- 10. Apple Inc8.06% of assets$807,604 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. Microchip Technology Inc0.46% of assets$46,454 invested
- 2. Broadcom Inc4.78% of assets$478,750 invested
- 3. Qorvo Inc0.82% of assets$81,818 invested
- 4. Applied Materials Inc3.19% of assets$319,568 invested
- 5. Qualcomm Inc4.08% of assets$408,629 invested
- 6. Advanced Micro Devices Inc2.27% of assets$227,085 invested
- 7. Block Inc Class A3.12% of assets$312,338 invested
- 8. Zoom Communications Inc2.54% of assets$254,623 invested
- 9. NVIDIA Corp19% of assets$1.94M invested
- 10. KLA Corp3.27% of assets$327,662 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on WIREX at Morningstar.com
Find more financial data on WIREX 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.
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer