Capital Group U.S. Small and Mid Cap ETF
Shareclass
Capital Group U.S. Small and Mid Cap ETF (CGMM)
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 Capital Group U.S. Small and Mid Cap ETF
FUND COVERAGE
# of holdings86
% of assets93%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Hilton Worldwide Holdings Inc2.03%$14.65M
- 2. WEX Inc1.05%$7.55M
- 3. Affirm Holdings Inc Ordinary Shares - Class A0.54%$3.88M
- 4. General Motors Co0.84%$6.02M
- 5. NNN REIT Inc0.7%$5.07M
- 6. Keysight Technologies Inc1.24%$8.91M
- 7. Yum Brands Inc2.46%$17.7M
- 8. Illumina Inc0.8%$5.75M
- 9. Doximity Inc Class A0.77%$5.52M
- 10. Fifth Third Bancorp2.23%$16.05M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Chewy Inc0.41%$2.96M
- 2. Roblox Corp Ordinary Shares - Class A2.05%$14.76M
- 3. Brown & Brown Inc3.02%$21.73M
- 4. Wingstop Inc0.59%$4.22M
- 5. APi Group Corp0.83%$5.95M
- 6. Advanced Drainage Systems Inc0.92%$6.62M
- 7. TPG Inc Ordinary Shares - Class A1.53%$11.03M
- 8. Core & Main Inc Class A0.93%$6.69M
- 9. Comfort Systems USA Inc1.35%$9.73M
- 10. SiteOne Landscape Supply Inc0.9%$6.51M
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 Capital Group U.S. Small and Mid Cap ETF
Totals
Holdings
Assets
Weight
Prisons
3
$29.28M
4.06%
Prisons high risk
1
$5.56M
0.77%
Private prisons
0
$0
0%
Borders
2
$11.58M
1.61%
Borders high risk
1
$5.56M
0.77%
Total
3
$29.28M
4.06%
Holdings — 3 flagged holdings
1.
Yum Brands Inc
$17.7M
2.46%
2.
General Motors Co
:$6.02M
0.84%
3.
Citizens Financial Group Inc
:$5.56M
0.77%
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.
Capital Group U.S. Small and Mid Cap ETF CGMM
Environment
Social
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