Monarch Volume Factor Dividend Tree ETF
Shareclass
Monarch Volume Factor Dividend Tree ETF (MVFD)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Monarch Volume Factor Dividend Tree ETF
FUND COVERAGE
# of holdings38
% of assets94%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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. Raymond James Financial Inc2.2%$1.71M
- 2. Macy's Inc2.52%$1.97M
- 3. Murphy Oil Corp2.18%$1.7M
- 4. Synchrony Financial2.27%$1.76M
- 5. APA Corp2.68%$2.08M
- 6. Dell Technologies Inc Ordinary Shares - Class C2.85%$2.22M
- 7. FedEx Corp2.51%$1.95M
- 8. Brightstar Lottery PLC2.2%$1.71M
- 9. Lazard Inc2.19%$1.71M
- 10. California Resources Corp Ordinary Shares - New2.41%$1.87M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Evercore Inc Class A2.36%$1.84M
- 2. Flowserve Corp2.86%$2.23M
- 3. Huntington Ingalls Industries Inc3.31%$2.58M
- 4. The Timken Co2.37%$1.84M
- 5. Amkor Technology Inc2.8%$2.18M
- 6. Kulicke & Soffa Industries Inc2.26%$1.76M
- 7. HF Sinclair Corp2.37%$1.85M
- 8. Invesco Ltd2.28%$1.77M
- 9. Stifel Financial Corp2.74%$2.13M
- 10. Jackson Financial Inc2.42%$1.89M
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 Monarch Volume Factor Dividend Tree ETF
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$4.35M
5.59%
Borders high risk
1
$2.14M
2.74%
Total
2
$4.35M
5.59%
Holdings — 2 flagged holdings
1.
Polaris Inc
:$2.21M
2.84%
2.
General Dynamics Corp
:$2.14M
2.74%
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.
Monarch Volume Factor Dividend Tree ETF MVFD
Environment
Social
Search more funds
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
See our full disclaimer