Gender equality score
52
/ 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
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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 Commerce1.04% of assets$257,403 invested
- 2. Bank of America Corp3.94% of assets$974,548 invested
- 3. HSBC Holdings PLC ADR0.78% of assets$193,364 invested
- 4. UBS Group AG0.67% of assets$165,026 invested
- 5. Citigroup Inc3.94% of assets$974,689 invested
- 6. JPMorgan Chase & Co4.23% of assets$1.04M invested
- 7. Wells Fargo & Co4.05% of assets$1M invested
- 8. Royal Bank of Canada1.19% of assets$293,107 invested
- 9. The Toronto-Dominion Bank1.39% of assets$342,626 invested
- 10. Bank of Nova Scotia1.1% of assets$270,892 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 Inc0.72% of assets$178,188 invested
- 2. Seacoast Banking Corp of Florida0.52% of assets$127,536 invested
- 3. International Bancshares Corp0.71% of assets$175,185 invested
- 4. CVB Financial Corp0.59% of assets$146,688 invested
- 5. SouthState Corp1.12% of assets$275,874 invested
- 6. Simmons First National Corp Class A0.55% of assets$137,076 invested
- 7. WSFS Financial Corp0.66% of assets$164,341 invested
- 8. F N B Corp0.82% of assets$203,824 invested
- 9. Hancock Whitney Corp0.82% of assets$201,901 invested
- 10. Prosperity Bancshares Inc0.94% of assets$232,829 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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