WOMN : Impact Shares YWCA Women's Empowerment ETF

WOMN is a US Stocks Market Large Blend with MODERATE fees.

WOMN

Impact Shares YWCA Women's Empowerment ETF

FI Score

37 /100

Diversification Rating

5 /10

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

0 /10

Category Score

10 /10

Market Size

0 /10

37% FI Score
  • womn
  • ETF
  • US Stocks
  • Large Blend

Impact Shares YWCA Women's Empowerment ETF

Expenses: 0.75% (Better than 1% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why »

Fund Summary

The investment seeks investment results that, before fees and expenses, track the performance of the Morningstar® Women's Empowerment Index (the underlying index). The fund will, under normal circumstances, invest at least 80% of its total assets plus any borrowings for investment purposes (the 80% basket) in component securities of the underlying index. The underlying index is designed to measure the performance of U.S. large and mid- capitalization companies that are empowering to women, and to exhibit risk and return characteristics similar to those of the Morningstar US Large-Mid Cap ® Index (the parent index). The fund is non-diversified.

Largest Holdings

Amount Holding
6.11% Microsoft Corporation
5.45% Apple Inc
5.12% Amazon.com, Inc
3.06% Johnson & Johnson
2.57% Enphase Energy, Inc
2.57% Visa Inc
2.51% SolarEdge Technologies, Inc
2.26% The Procter & Gamble Company
2.25% UnitedHealth Group Incorporated
2.13% Alphabet Inc

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