Avantis US Large Cap Value ETF

Shareclass
Avantis US Large Cap Value ETF (AVLV)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Avantis US Large Cap Value ETF

FUND COVERAGE
# of holdings254
% of assets100%
Score
52 / 100
Rank

14.3 percentile

Group: U.S. Large Cap Equity

Rank: #1,254 out of 1,462

Grade
F

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. VF Corp
         % of fund invested: 0.11%
         $USD invested: $9.4M
  • 2. JPMorgan Chase & Co
         % of fund invested: 2.7%
         $USD invested: $226.75M
  • 3. Ralph Lauren Corp Class A
         % of fund invested: 0.3%
         $USD invested: $25.38M
  • 4. Ford Motor Co
         % of fund invested: 0.84%
         $USD invested: $70.2M
  • 5. Principal Financial Group Inc
         % of fund invested: 0.12%
         $USD invested: $9.7M
  • 6. The Hartford Insurance Group Inc
         % of fund invested: 0.68%
         $USD invested: $56.79M
  • 7. The Goldman Sachs Group Inc
         % of fund invested: 0.12%
         $USD invested: $10.19M
  • 8. The Hershey Co
         % of fund invested: 0.11%
         $USD invested: $9.23M
  • 9. Verizon Communications Inc
         % of fund invested: 1.44%
         $USD invested: $120.44M
  • 10. General Motors Co
         % of fund invested: 1.08%
         $USD invested: $90.99M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Dillard's Inc Class A
         % of fund invested: 0.05%
         $USD invested: $4.38M
  • 2. U-Haul Holding Co Ordinary Shares - Series N
         % of fund invested: 0.02%
         $USD invested: $1.67M
  • 3. U-Haul Holding Co
         % of fund invested: <0.01%
         $USD invested: $195,672
  • 4. Talen Energy Corp Ordinary Shares New
         % of fund invested: 0.5%
         $USD invested: $42.21M
  • 5. Mueller Industries Inc
         % of fund invested: 0.16%
         $USD invested: $13.51M
  • 6. Hess Midstream LP Class A
         % of fund invested: 0.11%
         $USD invested: $8.9M
  • 7. Lennar Corp Class A
         % of fund invested: 0.29%
         $USD invested: $24.59M
  • 8. Lennar Corp Class B
         % of fund invested: <0.01%
         $USD invested: $646,732
  • 9. Matador Resources Co
         % of fund invested: 0.11%
         $USD invested: $8.82M
  • 10. IES Holdings Inc
         % of fund invested: 0.05%
         $USD invested: $4.39M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Avantis US Large Cap Value ETF

Totals

Holdings
Assets
Weight
Prisons
12
$1.06B
13%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
8
$886.8M
11%
     Borders high risk
1
$11.45M
0.14%
Total
14
$1.19B
14%
Full fund results

Holdings — 14 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$247.6M
2.95%
Prisons
Borders :
$247.6M
2.95%
2.
Alphabet Inc Class A
Prisons
Borders
$187.62M
2.24%
Prisons
Borders :
$187.62M
2.24%
3.
Costco Wholesale Corp
Prisons
$175.4M
2.09%
Prisons
$175.4M
2.09%
4.
Alphabet Inc Class C
Prisons
Borders
$150.81M
1.8%
Prisons
Borders :
$150.81M
1.8%
5.
AT&T Inc
Borders
$120.74M
1.44%
Borders :
$120.74M
1.44%
6.
General Motors Co
Prisons
Borders
$90.99M
1.08%
Prisons
Borders :
$90.99M
1.08%
7.
Ford Motor Co
Prisons
Borders
$70.2M
0.84%
Prisons
Borders :
$70.2M
0.84%
8.
The Kroger Co
Prisons
$58M
0.69%
Prisons
$58M
0.69%
9.
Target Corp
Prisons
$48.56M
0.58%
Prisons
$48.56M
0.58%
10.
Elevance Health Inc
Prisons
$16.62M
0.2%
Prisons
$16.62M
0.2%
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