Zacks Small/Mid Cap ETF
Shareclass
Zacks Small/Mid Cap ETF (SMIZ)
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 Zacks Small/Mid Cap ETF
FUND COVERAGE
# of holdings157
% of assets81%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.39%$600,482
- 2. New York Times Co Class A0.23%$357,384
- 3. Edison International0.35%$532,589
- 4. Affirm Holdings Inc Ordinary Shares - Class A0.42%$643,901
- 5. Xylem Inc0.38%$582,432
- 6. The Hartford Insurance Group Inc0.58%$879,567
- 7. VICI Properties Inc Ordinary Shares0.23%$344,045
- 8. Illumina Inc0.31%$471,552
- 9. BioMarin Pharmaceutical Inc0.13%$195,691
- 10. Hewlett Packard Enterprise Co0.28%$421,367
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.36%$546,591
- 2. Servisfirst Bancshares Inc0.35%$538,409
- 3. IonQ Inc Class A0.88%$1.35M
- 4. Carvana Co Class A0.53%$812,331
- 5. Seacoast Banking Corp of Florida0.32%$481,861
- 6. Golar LNG Ltd0.27%$408,489
- 7. Alarm.com Holdings Inc0.25%$379,240
- 8. Celsius Holdings Inc0.15%$221,827
- 9. Alkami Technology Inc0.3%$453,461
- 10. Weatherford International PLC Ordinary Shares - New0.19%$284,517
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 Zacks Small/Mid Cap ETF
Totals
Holdings
Assets
Weight
Prisons
3
$2.29M
1.5%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$1.68M
1.1%
Borders high risk
1
$1.09M
0.71%
Total
4
$3.38M
2.21%
Holdings — 4 flagged holdings
1.
Leidos Holdings Inc
:$1.09M
0.71%
2.
The Kroger Co
$866,386
0.57%
3.
Tyson Foods Inc Class A
$836,595
0.55%
4.
First Horizon Corp
:$586,033
0.38%
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.
Zacks Small/Mid Cap ETF SMIZ
Environment
Social
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