Fossil fuel companiesare fueling the climate crisis.


Innovator Gradient Tactical Rotation Strategy ETF

Shareclass
Innovator Gradient Tactical Rot Str ETF (IGTR)
Type
Exchange-traded fund
Fossil fuel exposure of 21.16% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
Investments in major fossil fuel companies
Evergy Inc
Macroclimate 50Top 50 coal-fired power
$892,218
Duke Energy Corp
Macroclimate 50Top 50 coal-fired power
$814,505
PPL Corp
Macroclimate 50Top 50 coal-fired power
$807,660
Berkshire Hathaway Inc Class B
Macroclimate 50Top 50 coal-fired power
$766,523
American Electric Power Co Inc
Macroclimate 50Top 50 coal-fired power
$749,371
FirstEnergy Corp
Carbon Underground 200Top 200 carbon reserves
$718,768
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
1
holdings
$718,768
invested
0.98%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
6
holdings
$4.53M
invested
6.17%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
9
holdings
$6.98M
invested
9.5%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
5
holdings
$4.03M
invested
5.48%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
20
holdings
$15.55M
invested
21%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
20 holdings
20 holdings
  • 1. Evergy Inc
    Macroclimate 50Fossil-fired utility
    $892,218
    1.21%
  • 2. WEC Energy Group Inc
    Oil/gas industryFossil-fired utility
    $841,900
    1.15%
  • 3. Atmos Energy Corp
    Fossil-fired utility
    $841,459
    1.14%
  • 4. CMS Energy Corp
    Fossil-fired utility
    $826,748
    1.12%
  • 5. Pinnacle West Capital Corp
    Coal industryFossil-fired utility
    $815,870
    1.11%
See all



Financial performance
Performance data provided byMorningstarFind more financial data on IGTR at Morningstar.com
Current fund
IGTR
Innovator Gradient Tactical Rotation Strategy ETF
Family
Innovator ETFs
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-23.28% less in annualized returns
More invested in fossil fuels 
12% more invested
Lower fossil finance risk score 
20 points lower
Higher fossil insurance risk score 
2 points higher
Less invested in Clean200 
15.99% less invested
Current fund
IGTR
Innovator Gradient Tactical Rotation Strategy ETF
Family
Innovator ETFs
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-23.28% less in annualized returns
More invested in fossil fuels 
12% more invested
Lower fossil finance risk score 
20 points lower
Higher fossil insurance risk score 
2 points higher
Less invested in Clean200 
15.99% less invested
Current fund
IGTR
Innovator Gradient Tactical Rotation Strategy ETF
Family
Innovator ETFs
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 1-yr returns 
-23.28% less in annualized returns
More invested in fossil fuels 
12% more invested
Lower fossil finance risk score 
20 points lower
Higher fossil insurance risk score 
2 points higher
Less invested in Clean200 
15.99% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
IGTR - Innovator Gradient Tactical Rotation Strategy ETF
-9.78%
/
/
/
21% 
Benchmark
ACWI - iShares MSCI ACWI ETF
14%
12%
13%
9.39%
8.81% 
Fund compared to benchmark
 
-23.28%
/
/
/
12%  higher
Find more financial data on IGTR at Morningstar.com
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