NYLI U.S. Large Cap R&D Leaders ETF

Shareclass
NYLI U.S. Large Cap R&D Leaders ETF (LRND)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund NYLI U.S. Large Cap R&D Leaders ETF

FUND COVERAGE
# of holdings99
% of assets95%
Score
55 / 100
Rank

61.1 percentile

Group: U.S. Large Cap Equity

Rank: #569 out of 1,462

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 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. Philip Morris International Inc
         % of fund invested: 1.35%
         $USD invested: $139,278
  • 2. PepsiCo Inc
         % of fund invested: 1.2%
         $USD invested: $123,884
  • 3. Johnson & Johnson
         % of fund invested: 2.73%
         $USD invested: $282,172
  • 4. Colgate-Palmolive Co
         % of fund invested: 0.37%
         $USD invested: $38,602
  • 5. Autodesk Inc
         % of fund invested: 0.28%
         $USD invested: $28,929
  • 6. Microsoft Corp
         % of fund invested: 12%
         $USD invested: $1.27M
  • 7. Neurocrine Biosciences Inc
         % of fund invested: 0.08%
         $USD invested: $8,736
  • 8. Kimberly-Clark Corp
         % of fund invested: 0.24%
         $USD invested: $24,660
  • 9. IDEX Corp
         % of fund invested: 0.08%
         $USD invested: $8,059
  • 10. Trane Technologies PLC Class A
         % of fund invested: 0.6%
         $USD invested: $61,914
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Rocket Lab Corp
         % of fund invested: 0.18%
         $USD invested: $18,894
  • 2. Corcept Therapeutics Inc
         % of fund invested: 0.05%
         $USD invested: $4,849
  • 3. Vertiv Holdings Co Class A
         % of fund invested: 0.44%
         $USD invested: $45,708
  • 4. Gentex Corp
         % of fund invested: 0.03%
         $USD invested: $3,189
  • 5. Reddit Inc Class A Shares
         % of fund invested: 0.17%
         $USD invested: $17,343
  • 6. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 0.85%
         $USD invested: $87,952
  • 7. Lucid Group Inc Shs
         % of fund invested: 0.03%
         $USD invested: $3,372
  • 8. Allison Transmission Holdings Inc
         % of fund invested: 0.04%
         $USD invested: $4,293
  • 9. Match Group Inc Ordinary Shares - New
         % of fund invested: 0.05%
         $USD invested: $4,819
  • 10. SentinelOne Inc Class A
         % of fund invested: 0.02%
         $USD invested: $2,553

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 NYLI U.S. Large Cap R&D Leaders ETF

Totals

Holdings
Assets
Weight
Prisons
5
$2.68M
26%
     Prisons high risk
2
$65,976
0.64%
     Private prisons
0
$0
0%
Borders
5
$2.68M
26%
     Borders high risk
2
$65,976
0.64%
Total
5
$2.68M
26%
Full fund results

Holdings — 5 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.27M
12%
Prisons
Borders :
$1.27M
12%
2.
Alphabet Inc Class A
Prisons
Borders
$800,548
7.75%
Prisons
Borders :
$800,548
7.75%
3.
Amazon.com Inc
Prisons
Borders
$536,796
5.2%
Prisons
Borders :
$536,796
5.2%
4.
Axon Enterprise Inc
Prisons
Borders
$35,879
0.35%
Prisons
Borders :
$35,879
0.35%
5.
Motorola Solutions Inc
Prisons
Borders
$30,097
0.29%
Prisons
Borders :
$30,097
0.29%
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