Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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.
Rydex Banking Fund RYKAX
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. Canadian Imperial Bank of Commerce0.88% of assets$258,530 invested
- 2. Bank of America Corp4% of assets$1.18M invested
- 3. UBS Group AG Registered Shares0.82% of assets$242,084 invested
- 4. HSBC Holdings PLC ADR0.81% of assets$237,507 invested
- 5. Citigroup Inc4.12% of assets$1.21M invested
- 6. Wells Fargo & Co4.1% of assets$1.21M invested
- 7. JPMorgan Chase & Co4.09% of assets$1.2M invested
- 8. Royal Bank of Canada1.13% of assets$332,953 invested
- 9. The Toronto-Dominion Bank1.22% of assets$359,391 invested
- 10. Bank of Nova Scotia1.08% of assets$316,200 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. Axos Financial Inc0.74% of assets$217,322 invested
- 2. Seacoast Banking Corp of Florida0.56% of assets$165,057 invested
- 3. International Bancshares Corp0.62% of assets$183,572 invested
- 4. CVB Financial Corp0.58% of assets$170,966 invested
- 5. SouthState Corp1.11% of assets$324,958 invested
- 6. Simmons First National Corp Class A0.55% of assets$160,174 invested
- 7. WSFS Financial Corp0.64% of assets$186,560 invested
- 8. F N B Corp0.83% of assets$242,859 invested
- 9. Hancock Whitney Corp0.79% of assets$232,987 invested
- 10. Prosperity Bancshares Inc0.9% of assets$265,296 invested
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Financial performance
Performance data provided by
Find more financial data on RYKAX at Morningstar.com
Find more financial data on RYKAX at Morningstar.comGender Equality and Returns
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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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