ALPS O'Shares U.S. Quality Dividend ETF Shares
Shareclass
ALPS O'Shares US Quality Div ETF (OUSA)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund ALPS O'Shares U.S. Quality Dividend ETF Shares
FUND COVERAGE
# of holdings100
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.85%$14.99M
- 2. Mondelez International Inc Class A0.13%$1.02M
- 3. Mastercard Inc Class A4.73%$38.37M
- 4. Philip Morris International Inc0.44%$3.53M
- 5. General Mills Inc0.06%$450,206
- 6. JPMorgan Chase & Co0.75%$6.05M
- 7. Accenture PLC Class A3.84%$31.09M
- 8. PepsiCo Inc0.61%$4.96M
- 9. Johnson & Johnson4.34%$35.17M
- 10. Colgate-Palmolive Co0.34%$2.78M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. PACCAR Inc0.23%$1.85M
- 2. Cintas Corp0.27%$2.22M
- 3. Fastenal Co0.51%$4.11M
- 4. Graco Inc0.14%$1.1M
- 5. Garmin Ltd0.27%$2.17M
- 6. Expeditors International of Washington Inc0.16%$1.26M
- 7. Snap-on Inc0.29%$2.34M
- 8. Norfolk Southern Corp0.24%$1.95M
- 9. 3M Co0.31%$2.55M
- 10. CSX Corp0.27%$2.2M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund ALPS O'Shares U.S. Quality Dividend ETF Shares
Totals
Holdings
Assets
Weight
Prisons
9
$145.68M
18%
Prisons high risk
1
$7.32M
0.9%
Private prisons
0
$0
0%
Borders
10
$146.46M
18%
Borders high risk
5
$19.36M
2.39%
Total
16
$194.66M
24%
Holdings — 16 flagged holdings
1.
Alphabet Inc Class A
:$47.87M
5.9%
2.
Microsoft Corp
:$42.29M
5.22%
3.
Accenture PLC Class A
:$31.09M
3.84%
4.
McDonald's Corp
$30.34M
3.74%
5.
Motorola Solutions Inc
:$7.32M
0.9%
6.
Walmart Inc
$5.85M
0.72%
7.
Costco Wholesale Corp
$4.93M
0.61%
8.
General Dynamics Corp
:$4.44M
0.55%
9.
Yum Brands Inc
$3.56M
0.44%
10.
AT&T Inc
:$3.46M
0.43%
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.
ALPS O'Shares U.S. Quality Dividend ETF Shares OUSA
Environment
Social
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