Gender equality score
55
/ 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
30/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
19/20
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 Utilities Fund RYUIX
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. National Grid PLC ADR1.67% of assets$352,079 invested
- 2. Exelon Corp2.97% of assets$625,646 invested
- 3. American Electric Power Co Inc3.22% of assets$678,317 invested
- 4. Sempra3.03% of assets$638,351 invested
- 5. Alliant Energy Corp1.64% of assets$344,388 invested
- 6. Edison International1.86% of assets$392,656 invested
- 7. TXNM Energy Inc0.94% of assets$197,159 invested
- 8. Portland General Electric Co0.87% of assets$183,685 invested
- 9. American Water Works Co Inc2.28% of assets$479,841 invested
- 10. Vistra Corp2.91% of assets$612,631 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. Talen Energy Corp Ordinary Shares New1.19% of assets$250,138 invested
- 2. UGI Corp1.12% of assets$236,580 invested
- 3. NextEra Energy Inc4.69% of assets$987,283 invested
- 4. Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin1.41% of assets$297,891 invested
- 5. Sunnova Energy International Inc0.05% of assets$11,148 invested
- 6. Clearway Energy Inc Class C1% of assets$209,634 invested
- 7. Atmos Energy Corp2.2% of assets$462,936 invested
- 8. Ormat Technologies Inc0.86% of assets$181,137 invested
- 9. NRG Energy Inc2.17% of assets$457,825 invested
- 10. ONE Gas Inc0.94% of assets$197,139 invested
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Financial performance
Performance data provided by
Find more financial data on RYUIX at Morningstar.com
Find more financial data on RYUIX 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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