Impact Shares YWCA Women's Empwrmt ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.  

 The strategy's investment process inspires confidence and earns a High Process Pillar rating. Independent of the rating, analysis of the strategy's portfolio shows it has maintained an overweight in liquidity exposure and volatility exposure compared with category peers. High liquidity exposure is attributed to stocks with a high trading volume, lending managers more flexibility. And high volatility exposure is rooted in stocks that have a higher standard deviation of returns. The team managing the passive strategy earns the strategy an Average People Pillar rating. The strategy belongs to a strong firm that earns an Above Average Parent Pillar rating. The firm, for example, has had a favorable lineup success ratio and overall low fees.

Analyst Rating

Amazon

Apple

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Eli Lilly

UnitedHealth Group

salesforce.com

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Visa

McDonald's

Morningstar's evaluation of this security's process aims to determine the likelihood that it will outperform its Morningstar Category index on a risk-adjusted basis over the long term. Impact Shares YWCA Women's Empwrmt ETF earns a High Process Pillar rating. The leading factor in the rating is the fund's excellent long-term risk-adjusted performance. This can be seen in its five-year alpha calculated relative to the category index, which suggests that the process was successful over that period. The parent firm's five-year risk-adjusted success ratio of 100% also supports the process. The measure indicates the percentage of a firm's funds that survived and beat their respective category's median Morningstar Risk-Adjusted Return for the period. Their impressive success ratio suggests that the firm does well for investors and that this fund may benefit from that. This fund tracks an index, which supports the rating. Historical data, like Morningstar's Active/Passive Barometer, shows that passively managed funds have generally outperformed their active counterparts, especially over longer time horizons.

The investment strategy as stated in the fund's prospectus is:  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 " and to exhibit risk and return characteristics similar to those of the Morningstar U.S. Large-Mid Cap ® Index (the "parent index"). The fund is non-diversified. 

 The portfolio has allocations in its top two sectors, consumer defensive and healthcare, that are similar to the category. The sectors with low exposure compared to category peers are industrials and basic materials, with industrials underweighting the average portfolio by 2.8 percentage points of assets and basic materials similar to the average. The portfolio is composed of 203 holdings and is less top-heavy than peers. Specifically, 32.1% of the strategy's assets are concentrated within the top 10 fund holdings, as opposed to the category’s 49.5% average. And in closing, in terms of portfolio turnover, this portfolio's holdings turn over more often than comparable products in its peer group, possibly resulting in higher costs for investors and a drag on performance.

High

Process

Impact Shares’s team receives An Average People Pillar rating. The most significant contributor to the rating is its parent firm's five-year success ratio of 100%. The measure indicates the percentage of a firm's funds that survived and beat their respective category's median return for the period. This fund tracks an index, which also improves its People rating. Historical data, such as Morningstar's Active/Passive Barometer, finds that index funds have generally outperformed their active counterparts, especially over longer time periods. Lastly, the rating is limited by the combined average five-year excess return of each manager, which implies that the funds they manage have underperformed their respective category average.

Average

People

Impact Shares remains well-positioned in an increasingly competitive industry, earning it an Above Average Parent Pillar rating. The firm's lasting product shelf buoys the firm's rating. Specifically, 100% of Impact Shares products have both survived and beaten their respective category median on a risk-adjusted basis, demonstrated by the firm's five-year risk-adjusted success ratio. A high success ratio indicates good performance and provides insight into a firm’s discipline around investment strategy and product development. The firm charges fees on open-end and exchange-traded funds that are on par with category peers. On average, fees are within the middle quintile, giving it neither an advantage nor disadvantage compared with the competition. With an average asset-weighted tenure of six years among the longest-tenured managers at Impact Shares, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions.

Above Average

Parent

Impact Shares YWCA Women's Empowerment

WOMN tracks an index of large- and mid-cap US equities that are selected and weighted to maximize exposure to firms that score highly on gender diversity, within marketlike constraints.

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DALLAS--(BUSINESS WIRE)--Impact Shares, the first non-profit ETF sponsor in the U.S., is excited to celebrate the five-year anniversary of the Impact Shares YWCA Women's Empowerment ETF (NYSE: WOMN). Since the fund's inception in 2018, WOMN, in partnership with YWCA, allows investors to deploy capital to companies with strong policies and practices in support of women's empowerment and gender equity. To celebrate WOMN's fifth anniversary, Impact Shares and YWCA USA will ring the New York Stock.

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Both the Impact Shares YWCA Women's Empowerment ETF (WOMN) and the SPDR SSGA Gender Diversity Index ETF (SHE) hit record highs Wednesday, the day before Women's Equality Day on Thursday. WOMN was up almost 19% year-to-date while SHE was up 17%, reported CNBC.

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DALLAS--(BUSINESS WIRE)--Impact Shares, the first non-profit ETF sponsor in the U.S., celebrates the three-year anniversary of the Impact Shares YWCA Women's Empowerment ETF (NYSE: WOMN). Backed by the YWCA, WOMN allows investors to deploy capital to companies with strong policies and practices in support of women's empowerment and gender equality. Since its inception on August 24, 2018, WOMN has generated a 25.08% annualized total return, placing it within the top percentile of the 1,256 funds

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