Gender equality score
43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 806 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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
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. GitLab Inc Class A1.41% of assets$559,488 invested
- 2. Rio Tinto PLC ADR<0.01% of assets$481 invested
- 3. Vistra Corp5.03% of assets$1.99M invested
- 4. Cloudflare Inc8.75% of assets$3.47M invested
- 5. Constellation Energy Corp4.86% of assets$1.93M invested
- 6. Palo Alto Networks Inc0.21% of assets$83,614 invested
- 7. GE Vernova Inc4.91% of assets$1.95M invested
- 8. Confluent Inc Class A1.46% of assets$579,835 invested
- 9. NVIDIA Corp13% of assets$4.97M invested
- 10. Tesla Inc7.08% of assets$2.81M 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. Astera Labs Inc7.75% of assets$3.07M invested
- 2. IonQ Inc Class A4.01% of assets$1.59M invested
- 3. Shopify Inc Registered Shs -A- Subord Vtg2.73% of assets$1.08M invested
- 4. Snowflake Inc Ordinary Shares - Class A4.75% of assets$1.88M invested
- 5. SentinelOne Inc Class A0.24% of assets$96,881 invested
- 6. CrowdStrike Holdings Inc Class A1.37% of assets$543,678 invested
- 7. Zscaler Inc4.77% of assets$1.89M invested
- 8. Credo Technology Group Holding Ltd1.97% of assets$780,429 invested
- 9. Coherent Corp1.56% of assets$618,489 invested
- 10. Marvell Technology Inc7.07% of assets$2.8M 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.
Benchmarking tool
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