Eventide US Market ETF
Shareclass
Eventide US Market ETF (ESUM)
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 Eventide US Market ETF
FUND COVERAGE
# of holdings148
% 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
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
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp1.11%$1.4M
- 2. VF Corp0.4%$504,387
- 3. Xylem Inc0.39%$493,581
- 4. S&P Global Inc1.11%$1.41M
- 5. HubSpot Inc0.29%$364,513
- 6. Trane Technologies PLC Class A1.17%$1.48M
- 7. American Electric Power Co Inc0.87%$1.11M
- 8. Sempra0.6%$760,160
- 9. Amgen Inc1.06%$1.34M
- 10. Zoetis Inc Class A0.69%$873,474
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.23%$290,172
- 2. Chewy Inc0.2%$251,585
- 3. Houlihan Lokey Inc Class A0.57%$729,214
- 4. Old Dominion Freight Line Inc Ordinary Shares0.31%$387,980
- 5. Steel Dynamics Inc0.39%$492,509
- 6. Klaviyo Inc Class A common stock0.08%$96,096
- 7. Rubrik Inc Class A Shares0.14%$173,874
- 8. CrowdStrike Holdings Inc Class A0.93%$1.17M
- 9. O'Reilly Automotive Inc1%$1.27M
- 10. Snowflake Inc Ordinary Shares0.85%$1.08M
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 Eventide US Market ETF
Totals
Holdings
Assets
Weight
Prisons
5
$3.78M
2.98%
Prisons high risk
3
$2.51M
1.98%
Private prisons
0
$0
0%
Borders
5
$3.78M
2.98%
Borders high risk
3
$2.51M
1.98%
Total
5
$3.78M
2.98%
Holdings — 5 flagged holdings
1.
Motorola Solutions Inc
:$1.35M
1.07%
2.
Regions Financial Corp
:$814,499
0.64%
3.
First Horizon Corp
:$768,212
0.61%
4.
Synovus Financial Corp
:$501,754
0.4%
5.
Axon Enterprise Inc
:$345,613
0.27%
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.
Eventide US Market ETF ESUM
Environment
Social
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