Gender equality score
49
/ 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
23/40
Equal compensation and work life balance
8/30
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 Technology Fund RYCHX
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. Accenture PLC Class A0.57% of assets$249,021 invested
- 2. Autodesk Inc0.77% of assets$337,281 invested
- 3. Microsoft Corp5.67% of assets$2.48M invested
- 4. Salesforce Inc1.39% of assets$607,697 invested
- 5. Check Point Software Technologies Ltd0.55% of assets$239,408 invested
- 6. Keysight Technologies Inc0.47% of assets$205,408 invested
- 7. GitLab Inc Class A0.22% of assets$97,710 invested
- 8. Hewlett Packard Enterprise Co0.45% of assets$196,819 invested
- 9. Intuit Inc1.46% of assets$638,943 invested
- 10. Atlassian Corp Class A0.6% of assets$262,860 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. Core Scientific Inc Ordinary Shares - New0.17% of assets$72,878 invested
- 2. Astera Labs Inc0.35% of assets$155,131 invested
- 3. SoundHound AI Inc Ordinary Shares - Class A0.19% of assets$82,386 invested
- 4. IonQ Inc Class A0.35% of assets$153,252 invested
- 5. Riot Platforms Inc0.15% of assets$64,826 invested
- 6. Roblox Corp Ordinary Shares - Class A0.81% of assets$353,139 invested
- 7. Shopify Inc Registered Shs -A- Subord Vtg0.65% of assets$286,492 invested
- 8. MARA Holdings Inc0.2% of assets$89,069 invested
- 9. Strategy Class A1.02% of assets$444,348 invested
- 10. Varonis Systems Inc0.22% of assets$95,646 invested
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Financial performance
Performance data provided by
Find more financial data on RYCHX at Morningstar.com
Find more financial data on RYCHX 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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