Morgan Dempsey Large Cap Value ETF
Shareclass
Morgan Dempsey Large Cap Value ETF (MDLV)
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 Morgan Dempsey Large Cap Value ETF
FUND COVERAGE
# of holdings37
% of assets92%
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
30 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
20 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.6%$519,979
- 2. Rio Tinto PLC ADR1.55%$502,252
- 3. Citigroup Inc4.12%$1.33M
- 4. Philip Morris International Inc2.21%$715,011
- 5. General Mills Inc1.51%$488,053
- 6. Wells Fargo & Co3.23%$1.05M
- 7. Johnson & Johnson2.43%$787,966
- 8. Verizon Communications Inc2.47%$801,516
- 9. Prudential Financial Inc2.34%$759,096
- 10. Merck & Co Inc1.91%$619,916
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Alexandria Real Estate Equities Inc0.77%$249,123
- 2. Medtronic PLC2.79%$903,826
- 3. General Dynamics Corp3.14%$1.02M
- 4. United Parcel Service Inc Class B2.45%$794,115
- 5. Southern Co2.44%$789,842
- 6. Crown Castle Inc2.29%$741,428
- 7. Pembina Pipeline Corp2.75%$892,069
- 8. WEC Energy Group Inc3.66%$1.19M
- 9. Eversource Energy2.72%$880,996
- 10. ONEOK Inc1.85%$598,511
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 Morgan Dempsey Large Cap Value ETF
Totals
Holdings
Assets
Weight
Prisons
1
$524,342
1.62%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$3.17M
9.78%
Borders high risk
2
$1.98M
6.12%
Total
4
$3.69M
11%
Holdings — 4 flagged holdings
1.
AT&T Inc
:$1.19M
3.66%
2.
General Dynamics Corp
:$1.02M
3.14%
3.
Lockheed Martin Corp
:$965,560
2.98%
4.
McDonald's Corp
$524,342
1.62%
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.
Morgan Dempsey Large Cap Value ETF MDLV
Environment
Social
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