Zacks Small/Mid Cap ETF
Shareclass
Zacks Small/Mid Cap ETF (SMIZ)
Type
Exchange-traded fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,814 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
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.
Zacks Small/Mid Cap ETF SMIZ
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. International Flavors & Fragrances Inc0.59% of assets$657,809 invested
- 2. Illumina Inc0.23% of assets$260,658 invested
- 3. New York Times Co Class A0.26% of assets$286,851 invested
- 4. The Hartford Insurance Group Inc0.68% of assets$763,253 invested
- 5. Booz Allen Hamilton Holding Corp Class A0.38% of assets$424,031 invested
- 6. Biomarin Pharmaceutical Inc0.18% of assets$204,381 invested
- 7. GitLab Inc Class A0.35% of assets$394,081 invested
- 8. Edison International0.41% of assets$452,427 invested
- 9. Omega Healthcare Investors Inc0.68% of assets$756,906 invested
- 10. Evertec Inc0.28% of assets$313,470 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. TG Therapeutics Inc0.15% of assets$171,436 invested
- 2. Rithm Capital Corp0.44% of assets$489,159 invested
- 3. IonQ Inc Class A0.29% of assets$324,193 invested
- 4. ADMA Biologics Inc1.36% of assets$1.51M invested
- 5. Riot Platforms Inc0.2% of assets$228,103 invested
- 6. Vaxcyte Inc Ordinary Shares0.11% of assets$124,902 invested
- 7. MasTec Inc0.57% of assets$635,836 invested
- 8. Madison Square Garden Sports Corp Class A0.02% of assets$22,531 invested
- 9. Palantir Technologies Inc Ordinary Shares - Class A1.48% of assets$1.65M invested
- 10. Upstart Holdings Inc Ordinary Shares0.45% of assets$501,565 invested
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Financial performance
Performance data provided by
Find more financial data on SMIZ at Morningstar.com
Find more financial data on SMIZ 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
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More from Invest Your Values
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