Gender equality score
42
/ 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
20/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
15/20
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.
Spear Alpha ETF SPRX
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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. Rio Tinto PLC ADR<0.01% of assets$502 invested
- 2. Vistra Corp3.99% of assets$3.59M invested
- 3. Cloudflare Inc8.39% of assets$7.54M invested
- 4. Palo Alto Networks Inc4.24% of assets$3.82M invested
- 5. GE Vernova Inc5.1% of assets$4.59M invested
- 6. Ciena Corp2.88% of assets$2.6M invested
- 7. Constellation Energy Corp3.61% of assets$3.25M invested
- 8. NVIDIA Corp10% of assets$9.37M invested
- 9. Arista Networks Inc6.36% of assets$5.73M invested
- 10. Advanced Micro Devices Inc3.68% of assets$3.31M 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. Shopify Inc Registered Shs -A- Subord Vtg4.23% of assets$3.81M invested
- 2. Astera Labs Inc12% of assets$11.02M invested
- 3. IonQ Inc Class A4.02% of assets$3.62M invested
- 4. Rubrik Inc Class A Shares0.11% of assets$102,184 invested
- 5. CrowdStrike Holdings Inc Class A1.66% of assets$1.49M invested
- 6. Snowflake Inc Ordinary Shares3.29% of assets$2.96M invested
- 7. Zscaler Inc2.98% of assets$2.68M invested
- 8. Credo Technology Group Holding Ltd4.73% of assets$4.26M invested
- 9. Marvell Technology Inc4.64% of assets$4.17M invested
- 10. Coherent Corp5.25% of assets$4.73M invested
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Financial performance
Performance data provided by
Find more financial data on SPRX at Morningstar.com
Find more financial data on SPRX 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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