Motley Fool Next Index ETF

Shareclass
Motley Fool Next ETF (TMFX)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Motley Fool Next Index ETF

FUND COVERAGE
# of holdings157
% of assets94%
Score
44 / 100
Rank

61.6 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #418 out of 1,085

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

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 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. Biogen Inc
         % of fund invested: 1.06%
         $USD invested: $356,981
  • 2. New York Times Co Class A
         % of fund invested: 0.44%
         $USD invested: $146,407
  • 3. Hasbro Inc
         % of fund invested: 0.5%
         $USD invested: $168,950
  • 4. Etsy Inc
         % of fund invested: 0.29%
         $USD invested: $96,968
  • 5. WEX Inc
         % of fund invested: 0.24%
         $USD invested: $79,067
  • 6. Zillow Group Inc Class C
         % of fund invested: 0.84%
         $USD invested: $284,249
  • 7. Neurocrine Biosciences Inc
         % of fund invested: 0.67%
         $USD invested: $224,124
  • 8. HubSpot Inc
         % of fund invested: 1.22%
         $USD invested: $409,277
  • 9. Illumina Inc
         % of fund invested: 0.89%
         $USD invested: $299,708
  • 10. BioMarin Pharmaceutical Inc
         % of fund invested: 0.48%
         $USD invested: $162,371
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Astera Labs Inc
         % of fund invested: 1.46%
         $USD invested: $489,662
  • 2. Axos Financial Inc
         % of fund invested: 0.21%
         $USD invested: $69,558
  • 3. GameStop Corp Class A
         % of fund invested: 0.47%
         $USD invested: $157,434
  • 4. RBC Bearings Inc
         % of fund invested: 0.63%
         $USD invested: $212,551
  • 5. Chewy Inc
         % of fund invested: 0.66%
         $USD invested: $220,664
  • 6. BridgeBio Pharma Inc
         % of fund invested: 0.56%
         $USD invested: $188,985
  • 7. U-Haul Holding Co
         % of fund invested: 0.45%
         $USD invested: $149,699
  • 8. Viking Therapeutics Inc
         % of fund invested: 0.2%
         $USD invested: $67,592
  • 9. Heico Corp
         % of fund invested: 1.81%
         $USD invested: $608,847
  • 10. Rocket Lab Corp
         % of fund invested: 1.42%
         $USD invested: $478,711

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 Motley Fool Next Index ETF

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$518,357
1.54%
     Borders high risk
1
$227,238
0.68%
Total
2
$518,357
1.54%
Full fund results

Holdings — 2 flagged holdings

1.
AeroVironment Inc
Borders
$291,119
0.87%
Borders :
$291,119
0.87%
2.
Textron Inc
Borders
$227,238
0.68%
Borders :
$227,238
0.68%
More from Invest Your Values
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