Democratic Large Cap Core ETF

Shareclass
Democratic Large Cap Core ETF (DEMZ)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Democratic Large Cap Core ETF

FUND COVERAGE
# of holdings45
% of assets100%
Score
54 / 100
Rank

41.1 percentile

Group: U.S. Large Cap Equity

Rank: #862 out of 1,462

Grade
C

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

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 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. Ralph Lauren Corp Class A
         % of fund invested: 1.69%
         $USD invested: $857,967
  • 2. Autodesk Inc
         % of fund invested: 0.67%
         $USD invested: $337,802
  • 3. Xylem Inc
         % of fund invested: 2.54%
         $USD invested: $1.29M
  • 4. Microsoft Corp
         % of fund invested: 4.94%
         $USD invested: $2.51M
  • 5. Kimberly-Clark Corp
         % of fund invested: 0.66%
         $USD invested: $336,505
  • 6. Paychex Inc
         % of fund invested: 1.65%
         $USD invested: $838,403
  • 7. Salesforce Inc
         % of fund invested: 1.77%
         $USD invested: $897,894
  • 8. ServiceNow Inc
         % of fund invested: 1.87%
         $USD invested: $950,536
  • 9. Electronic Arts Inc
         % of fund invested: 0.84%
         $USD invested: $428,529
  • 10. Stryker Corp
         % of fund invested: 2.19%
         $USD invested: $1.11M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Ulta Beauty Inc
         % of fund invested: 0.95%
         $USD invested: $483,488
  • 2. Cadence Design Systems Inc
         % of fund invested: 1.14%
         $USD invested: $579,160
  • 3. Loews Corp
         % of fund invested: 3.88%
         $USD invested: $1.97M
  • 4. Ross Stores Inc
         % of fund invested: 1.51%
         $USD invested: $765,518
  • 5. Synopsys Inc
         % of fund invested: 1.73%
         $USD invested: $879,503
  • 6. Costco Wholesale Corp
         % of fund invested: 2.94%
         $USD invested: $1.49M
  • 7. Amphenol Corp Class A
         % of fund invested: 4.18%
         $USD invested: $2.12M
  • 8. Kimco Realty Corp
         % of fund invested: 1.98%
         $USD invested: $1M
  • 9. CDW Corp
         % of fund invested: 0.69%
         $USD invested: $349,977
  • 10. MSCI Inc
         % of fund invested: 1.44%
         $USD invested: $731,568

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 Democratic Large Cap Core ETF

Totals

Holdings
Assets
Weight
Prisons
4
$6.69M
13%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$6.1M
12%
     Borders high risk
0
$0
0%
Total
5
$7.59M
15%
Full fund results

Holdings — 5 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$2.51M
4.94%
Prisons
Borders :
$2.51M
4.94%
2.
Alphabet Inc Class A
Prisons
Borders
$1.7M
3.36%
Prisons
Borders :
$1.7M
3.36%
3.
Costco Wholesale Corp
Prisons
$1.49M
2.94%
Prisons
$1.49M
2.94%
4.
Alphabet Inc Class C
Prisons
Borders
$993,979
1.96%
Prisons
Borders :
$993,979
1.96%
5.
Salesforce Inc
Borders
$897,894
1.77%
Borders :
$897,894
1.77%
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