Harbor International Compounders ETF

Shareclass
Harbor International Compounders ETF (OSEA)
Type
Exchange-traded fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Harbor International Compounders ETF

FUND COVERAGE
# of holdings26
% of assets82%
Score
57 / 100
Rank

63.6 percentile

Group: International Equity

Rank: #400 out of 1,095

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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

13 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 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. AstraZeneca PLC
         % of fund invested: 3.84%
         $USD invested: $20.74M
  • 2. Novo Nordisk AS Class B
         % of fund invested: 2.19%
         $USD invested: $11.81M
  • 3. L'Oreal SA
         % of fund invested: 2.74%
         $USD invested: $14.78M
  • 4. Schneider Electric SE
         % of fund invested: 3.55%
         $USD invested: $19.14M
  • 5. SSE PLC
         % of fund invested: 2.62%
         $USD invested: $14.13M
  • 6. Tesco PLC
         % of fund invested: 3.1%
         $USD invested: $16.74M
  • 7. Deutsche Boerse AG
         % of fund invested: 3.2%
         $USD invested: $17.25M
  • 8. Nestle SA
         % of fund invested: 3.17%
         $USD invested: $17.12M
  • 9. SAP SE
         % of fund invested: 3.79%
         $USD invested: $20.44M
  • 10. Lvmh Moet Hennessy Louis Vuitton SE
         % of fund invested: 2.75%
         $USD invested: $14.83M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Keyence Corp
         % of fund invested: 2.32%
         $USD invested: $12.5M
  • 2. SMC Corp
         % of fund invested: 1.99%
         $USD invested: $10.74M
  • 3. MercadoLibre Inc
         % of fund invested: 3.02%
         $USD invested: $16.33M
  • 4. Sony Group Corp
         % of fund invested: 3.97%
         $USD invested: $21.42M
  • 5. Assa Abloy AB Class B
         % of fund invested: 3.55%
         $USD invested: $19.15M
  • 6. Hoya Corp
         % of fund invested: 4.28%
         $USD invested: $23.1M
  • 7. Linde PLC
         % of fund invested: 2.82%
         $USD invested: $15.23M
  • 8. AIA Group Ltd
         % of fund invested: 3.62%
         $USD invested: $19.56M
  • 9. Ferguson Enterprises Inc
         % of fund invested: 3.05%
         $USD invested: $16.48M
  • 10. ASML Holding NV
         % of fund invested: 3.66%
         $USD invested: $19.73M

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 Harbor International Compounders ETF

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$16M
2.96%
     Borders high risk
0
$0
0%
Total
1
$16M
2.96%
Full fund results

Holdings — 1 flagged holdings

1.
RELX PLC
Borders
$16M
2.96%
Borders :
$16M
2.96%
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