Guru Favorite Stocks ETF

Shareclass
Guru Favorite Stocks ETF (GFGF)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Guru Favorite Stocks ETF

FUND COVERAGE
# of holdings27
% of assets89%
Score
52 / 100
Rank

15.3 percentile

Group: U.S. Large Cap Equity

Rank: #1,240 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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 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. Mastercard Inc Class A
         % of fund invested: 3.56%
         $USD invested: $1.3M
  • 2. Microsoft Corp
         % of fund invested: 4.94%
         $USD invested: $1.81M
  • 3. S&P Global Inc
         % of fund invested: 1.82%
         $USD invested: $665,042
  • 4. Paychex Inc
         % of fund invested: 1.9%
         $USD invested: $695,626
  • 5. American Express Co
         % of fund invested: 1.68%
         $USD invested: $614,684
  • 6. Meta Platforms Inc Class A
         % of fund invested: 2.22%
         $USD invested: $811,086
  • 7. Visa Inc Class A
         % of fund invested: 3.88%
         $USD invested: $1.42M
  • 8. Alphabet Inc Class A
         % of fund invested: 8.59%
         $USD invested: $3.14M
  • 9. Alphabet Inc Class C
         % of fund invested: 4.43%
         $USD invested: $1.62M
  • 10. Intuitive Surgical Inc
         % of fund invested: 1.86%
         $USD invested: $682,276
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Brown & Brown Inc
         % of fund invested: 3.36%
         $USD invested: $1.23M
  • 2. Berkshire Hathaway Inc Class B
         % of fund invested: 3.77%
         $USD invested: $1.38M
  • 3. The Descartes Systems Group Inc
         % of fund invested: 2.49%
         $USD invested: $911,474
  • 4. Monster Beverage Corp
         % of fund invested: 2.23%
         $USD invested: $814,658
  • 5. Charles Schwab Corp
         % of fund invested: 1.92%
         $USD invested: $702,851
  • 6. Synopsys Inc
         % of fund invested: 2.66%
         $USD invested: $973,898
  • 7. Copart Inc
         % of fund invested: 2.91%
         $USD invested: $1.06M
  • 8. Arthur J. Gallagher & Co
         % of fund invested: 2.66%
         $USD invested: $974,009
  • 9. Jack Henry & Associates Inc
         % of fund invested: 1.71%
         $USD invested: $625,399
  • 10. MSCI Inc
         % of fund invested: 4.69%
         $USD invested: $1.72M

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 Guru Favorite Stocks ETF

Totals

Holdings
Assets
Weight
Prisons
5
$9.19M
25%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$7.81M
21%
     Borders high risk
0
$0
0%
Total
5
$9.19M
25%
Full fund results

Holdings — 5 flagged holdings

1.
Alphabet Inc Class A
Prisons
Borders
$3.14M
8.59%
Prisons
Borders :
$3.14M
8.59%
2.
Microsoft Corp
Prisons
Borders
$1.81M
4.94%
Prisons
Borders :
$1.81M
4.94%
3.
Alphabet Inc Class C
Prisons
Borders
$1.62M
4.43%
Prisons
Borders :
$1.62M
4.43%
4.
Berkshire Hathaway Inc Class B
Prisons
$1.38M
3.77%
Prisons
$1.38M
3.77%
5.
Amazon.com Inc
Prisons
Borders
$1.23M
3.36%
Prisons
Borders :
$1.23M
3.36%
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

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