YWCA Women’s Empowerment ETF
The Overall Morningstar rating for the period ending 9/30/21 is against 1257 funds in the US Fund Large Blend Funds category and is based on risk-adjusted returns.
Fund Description and Objective
WOMN tracks the Morningstar Women’s Empowerment Index, which is designed to provide exposure to companies worldwide with strong policies and practices in support of women’s empowerment and gender equality.
Broad equity market exposure.
WOMN is designed to provide broad market exposure to U.S. Large and Mid-Cap companies, comparable to that of the Russell 1000 Index. With WOMN, investors may achieve broad equity market returns while driving social change.
Innovative model for social impact.
Impact Shares is a 501(c)(3) non-profit organization, that donates all net advisory profits from WOMN’s ETF management fee to the YWCA. This provides an additional funding source for the YWCA’s mission to eliminate racism, empower women and promote peace, justice, freedom, and dignity for all.
WOMN includes companies that align with the YWCA’s vision of how corporations can advance women’s empowerment and gender equality.
About the YWCA.
Founded in 1858 as a voice for women’s issues, YWCA USA represents more than 200 YWCA associations in 46 States and the District of Columbia. YWCAs across the United States serve over 2 million women and families each year in over 1,200 communities. Through its many direct services, community-based programs, and public policy advocacy, the YWCA has delivered social impact for more than 160 years.
Disclaimer: Net Profits is the excess, if any, of Impact Shares’ fund fees after the deduction of operating expense and a reserve for working capital. Due to the relatively small size of the Fund, Impact Shares’ Fund fees have not yet exceeded its related operating expenses. Accordingly, Impact Shares has not yet made any charitable contributions from such fees. There can be no assurance that Impact Shares’ Fund fees will exceed operating expenses in the future. The fund is not sponsored, endorsed, or promoted by YWCA.
|3||Primary Exchange||NYSE Arca|
|6||Index Name||Morningstar Women’s Empowerment Index|
Fund Data & Pricing
TOP 10 HOLDINGS
Holdings are subject to change.
As of 09/30/2021
|Media & Entertainment||11.54%|
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