Financial Select Sector SPDR® Fund
Shareclass
Financial Select Sector SPDR® ETF (XLF)
Type
Exchange-traded fund
Manager
Gender equality score
54
/ 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: 146 out of 873 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
16/20
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.
Financial Select Sector SPDR® Fund XLF
Environment
Social
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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. Citigroup Inc1.91% of assets$707.92M invested
- 2. Bank of America Corp4.27% of assets$1.58B invested
- 3. JPMorgan Chase & Co9.67% of assets$3.59B invested
- 4. Wells Fargo & Co3.63% of assets$1.35B invested
- 5. Mastercard Inc Class A7.07% of assets$2.62B invested
- 6. PayPal Holdings Inc1.17% of assets$433.65M invested
- 7. Moody's Corporation1.07% of assets$398.06M invested
- 8. Bank of New York Mellon Corp0.78% of assets$287.55M invested
- 9. S&P Global Inc2.5% of assets$925.17M invested
- 10. BlackRock Inc2.04% of assets$756.21M 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. Loews Corp0.25% of assets$92.07M invested
- 2. Brown & Brown Inc0.36% of assets$132.17M invested
- 3. Berkshire Hathaway Inc Class B13% of assets$4.97B invested
- 4. Fleetcor Technologies Inc0.36% of assets$134M invested
- 5. Cincinnati Financial Corp0.32% of assets$119.23M invested
- 6. Charles Schwab Corp1.79% of assets$662.47M invested
- 7. Aflac Inc0.77% of assets$286.21M invested
- 8. Chubb Ltd1.85% of assets$684.44M invested
- 9. WR Berkley Corp0.31% of assets$113.52M invested
- 10. Blackstone Inc1.63% of assets$605.4M invested
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Financial performance
Performance data provided byFind more financial data on XLF at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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
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