Sound Equity Dividend Income ETF
Shareclass
Sound Equity Dividend Income ETF (DIVY)
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 Sound Equity Dividend Income ETF
FUND COVERAGE
# of holdings33
% of assets96%
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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. GSK PLC ADR4.04%$1.17M
- 2. Dow Inc1.53%$444,397
- 3. The Interpublic Group of Companies Inc2.48%$719,378
- 4. Citigroup Inc5.42%$1.57M
- 5. PepsiCo Inc2.48%$719,347
- 6. Hasbro Inc2.74%$793,242
- 7. Principal Financial Group Inc3.23%$936,626
- 8. The Wendy's Co Class A1.48%$427,478
- 9. Enbridge Inc4.93%$1.43M
- 10. TotalEnergies SE ADR2.67%$774,950
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Provident Financial Services Inc2.7%$782,410
- 2. Corebridge Financial Inc2.67%$772,584
- 3. HF Sinclair Corp3.1%$898,614
- 4. Franklin Resources Inc2.65%$768,243
- 5. Sonoco Products Co2.95%$854,769
- 6. The Scotts Miracle Gro Co Class A1.94%$560,943
- 7. Valero Energy Corp1.86%$538,862
- 8. United Parcel Service Inc Class B3.58%$1.04M
- 9. Perrigo Co PLC3.36%$973,784
- 10. The Kraft Heinz Co1.95%$565,946
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 Sound Equity Dividend Income ETF
Totals
Holdings
Assets
Weight
Prisons
2
$1.44M
4.97%
Prisons high risk
1
$1.01M
3.49%
Private prisons
0
$0
0%
Borders
2
$1.96M
6.77%
Borders high risk
1
$1.01M
3.49%
Total
3
$2.39M
8.24%
Holdings — 3 flagged holdings
1.
Citizens Financial Group Inc
:$1.01M
3.49%
2.
AT&T Inc
:$948,445
3.27%
3.
The Wendy's Co Class A
$427,478
1.48%
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.
Sound Equity Dividend Income ETF DIVY
Environment
Social
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