SGI U.S. Large Cap Core ETF
Shareclass
SGI U.S. Large Cap Core ETF (SGLC)
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 SGI U.S. Large Cap Core ETF
FUND COVERAGE
# of holdings131
% of assets100%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 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 Co0.19%$186,685
- 2. Biogen Inc0.19%$193,731
- 3. Boston Scientific Corp0.21%$208,928
- 4. Mastercard Inc Class A3.38%$3.37M
- 5. JPMorgan Chase & Co1.59%$1.58M
- 6. Ralph Lauren Corp Class A0.81%$810,866
- 7. PepsiCo Inc1.1%$1.1M
- 8. Colgate-Palmolive Co1.87%$1.86M
- 9. Autodesk Inc0.88%$873,910
- 10. Prudential Financial Inc0.63%$631,984
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Palantir Technologies Inc Ordinary Shares - Class A2.47%$2.47M
- 2. Universal Health Services Inc Class B0.23%$225,702
- 3. Steel Dynamics Inc0.19%$186,278
- 4. Blackstone Inc0.19%$193,573
- 5. Berkshire Hathaway Inc Class B1.1%$1.09M
- 6. Cincinnati Financial Corp0.19%$190,352
- 7. Match Group Inc Ordinary Shares - New0.18%$181,474
- 8. Cintas Corp0.19%$186,992
- 9. EPAM Systems Inc0.17%$172,202
- 10. A.O. Smith Corp0.2%$200,923
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 SGI U.S. Large Cap Core ETF
Totals
Holdings
Assets
Weight
Prisons
9
$17.27M
17%
Prisons high risk
1
$425,561
0.43%
Private prisons
0
$0
0%
Borders
8
$16.88M
17%
Borders high risk
4
$3.35M
3.36%
Total
13
$20.38M
20%
Holdings — 13 flagged holdings
1.
Microsoft Corp
:$5.88M
5.89%
2.
Alphabet Inc Class A
:$4.6M
4.62%
3.
Amazon.com Inc
:$2.86M
2.86%
4.
Palantir Technologies Inc Ordinary Shares - Class A
:$2.47M
2.47%
5.
Costco Wholesale Corp
$1.88M
1.88%
6.
Berkshire Hathaway Inc Class B
$1.09M
1.1%
7.
Axon Enterprise Inc
:$425,561
0.43%
8.
General Dynamics Corp
:$244,838
0.25%
9.
Lockheed Martin Corp
:$217,156
0.22%
10.
Yum Brands Inc
$203,072
0.2%
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.
SGI U.S. Large Cap Core ETF SGLC
Environment
Social
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