Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 87 out of 851 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10

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.
Energy Select Sector SPDR® Fund XLE
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Chevron Corp20% of assets$7.56B invested
- 2. Exxon Mobil Corp24% of assets$9.29B invested
- 3. ConocoPhillips4.24% of assets$1.63B invested
- 4. Occidental Petroleum Corp3.28% of assets$1.26B invested
- 5. Williams Companies Inc2.7% of assets$1.04B invested
- 6. Baker Hughes Co Class A2.16% of assets$830.66M invested
- 7. Phillips 663.38% of assets$1.3B invested
- 8. Marathon Petroleum Corp4.06% of assets$1.56B invested
- 9. Pioneer Natural Resources Co3.79% of assets$1.46B invested
- 10. Marathon Oil Corp1.12% of assets$433.28M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Coterra Energy Inc Ordinary Shares1.48% of assets$570M invested
- 2. Diamondback Energy Inc1.92% of assets$737.98M invested
- 3. EOG Resources Inc4.59% of assets$1.77B invested
- 4. Kinder Morgan Inc Class P2.49% of assets$958.06M invested
- 5. Hess Corp2.95% of assets$1.14B invested
- 6. Devon Energy Corp2.56% of assets$986.3M invested
- 7. EQT Corp0.94% of assets$361.11M invested
- 8. Targa Resources Corp1.25% of assets$482.83M invested
- 9. ONEOK Inc2.14% of assets$825.57M invested
- 10. SLB4.16% of assets$1.6B invested
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Financial performance
Performance data provided by
Find more financial data on XLE at Morningstar.com

Gender Equality and Returns

Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: