Tweedy, Browne Insider + Value ETF
Shareclass
Tweedy, Browne Insider + Value ETF (COPY)
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 Tweedy, Browne Insider + Value ETF
FUND COVERAGE
# of holdings123
% of assets69%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.73%$1.24M
- 2. GSK PLC0.58%$987,168
- 3. Sodexo0.46%$782,975
- 4. Canadian Imperial Bank of Commerce0.88%$1.5M
- 5. Johnson Matthey PLC0.8%$1.36M
- 6. Beazley PLC0.82%$1.39M
- 7. Vodafone Group PLC0.69%$1.17M
- 8. Burberry Group PLC1.08%$1.83M
- 9. DNB Bank ASA0.67%$1.14M
- 10. Puma SE0.36%$618,650
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Tidewater Inc0.45%$770,688
- 2. Matador Resources Co0.39%$656,180
- 3. Advance Auto Parts Inc0.39%$658,359
- 4. StoneX Group Inc1.13%$1.92M
- 5. AutoNation Inc0.65%$1.11M
- 6. Whitecap Resources Inc0.5%$848,107
- 7. Simmons First National Corp Class A0.46%$776,886
- 8. Allison Transmission Holdings Inc0.45%$771,925
- 9. Tourmaline Oil Corp0.39%$670,055
- 10. Paramount Resources Ltd Class A0.34%$573,955
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 Tweedy, Browne Insider + Value ETF
Totals
Holdings
Assets
Weight
Prisons
5
$5.04M
2.96%
Prisons high risk
1
$782,975
0.46%
Private prisons
1
$782,975
0.46%
Borders
1
$1.63M
0.96%
Borders high risk
0
$0
0%
Total
5
$5.04M
2.96%
Holdings — 5 flagged holdings
1.
General Motors Co
:$1.63M
0.96%
2.
The Western Union Co
$925,181
0.54%
3.
Elevance Health Inc
$915,439
0.54%
4.
Tyson Foods Inc Class A
$783,180
0.46%
5.
Sodexo
$782,975
0.46%
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.
Tweedy, Browne Insider + Value ETF COPY
Environment
Social
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