Capital Group Core Equity ETF

Shareclass
Capital Group Core Equity ETF (CGUS)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Capital Group Core Equity ETF

FUND COVERAGE
# of holdings67
% of assets99%
Score
55 / 100
Rank

68.5 percentile

Group: U.S. Large Cap Equity

Rank: #462 out of 1,462

Grade
B

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

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co
         % of fund invested: 0.7%
         $USD invested: $52.04M
  • 2. Mastercard Inc Class A
         % of fund invested: 1.88%
         $USD invested: $139.95M
  • 3. Philip Morris International Inc
         % of fund invested: 0.59%
         $USD invested: $44.11M
  • 4. JPMorgan Chase & Co
         % of fund invested: 2.43%
         $USD invested: $181.25M
  • 5. Wells Fargo & Co
         % of fund invested: 1.01%
         $USD invested: $75.61M
  • 6. Accenture PLC Class A
         % of fund invested: 0.93%
         $USD invested: $69.18M
  • 7. Vertex Pharmaceuticals Inc
         % of fund invested: 1.3%
         $USD invested: $97.36M
  • 8. Microsoft Corp
         % of fund invested: 7.55%
         $USD invested: $563.64M
  • 9. BlackRock Inc
         % of fund invested: 1.9%
         $USD invested: $141.54M
  • 10. British American Tobacco PLC
         % of fund invested: 1.93%
         $USD invested: $144.4M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Canadian Natural Resources Ltd
         % of fund invested: 0.99%
         $USD invested: $74.02M
  • 2. Berkshire Hathaway Inc Class B
         % of fund invested: 0.64%
         $USD invested: $48.08M
  • 3. Woodward Inc
         % of fund invested: 1.13%
         $USD invested: $84.2M
  • 4. Broadcom Inc
         % of fund invested: 5.15%
         $USD invested: $384.4M
  • 5. International Paper Co
         % of fund invested: 0.7%
         $USD invested: $52.33M
  • 6. Applied Materials Inc
         % of fund invested: 1.38%
         $USD invested: $103.09M
  • 7. United Rentals Inc
         % of fund invested: 0.99%
         $USD invested: $73.81M
  • 8. Cognizant Technology Solutions Corp Class A
         % of fund invested: 0.67%
         $USD invested: $50.01M
  • 9. Seagate Technology Holdings PLC
         % of fund invested: 1.22%
         $USD invested: $91.21M
  • 10. Las Vegas Sands Corp
         % of fund invested: 0.78%
         $USD invested: $57.85M

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 Capital Group Core Equity ETF

Totals

Holdings
Assets
Weight
Prisons
5
$1.18B
16%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
9
$1.68B
23%
     Borders high risk
3
$412.67M
5.53%
Total
10
$1.73B
23%
Full fund results

Holdings — 10 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$563.64M
7.55%
Prisons
Borders :
$563.64M
7.55%
2.
Amazon.com Inc
Prisons
Borders
$325.2M
4.36%
Prisons
Borders :
$325.2M
4.36%
3.
RTX Corp
Borders
$205.34M
2.75%
Borders :
$205.34M
2.75%
4.
Alphabet Inc Class A
Prisons
Borders
$145.83M
1.95%
Prisons
Borders :
$145.83M
1.95%
5.
General Dynamics Corp
Borders
$108.34M
1.45%
Borders :
$108.34M
1.45%
6.
Alphabet Inc Class C
Prisons
Borders
$99.18M
1.33%
Prisons
Borders :
$99.18M
1.33%
7.
Airbus SE
Borders
$99M
1.33%
Borders :
$99M
1.33%
8.
Thermo Fisher Scientific Inc
Borders
$69.23M
0.93%
Borders :
$69.23M
0.93%
9.
Accenture PLC Class A
Borders
$69.18M
0.93%
Borders :
$69.18M
0.93%
10.
Berkshire Hathaway Inc Class B
Prisons
$48.08M
0.64%
Prisons
$48.08M
0.64%
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