Gender equality score
43
/ 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
8/30
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$467 invested
- 2. GitLab Inc Class A0.91% of assets$550,342 invested
- 3. Vistra Corp5.22% of assets$3.17M invested
- 4. Cloudflare Inc10% of assets$6.18M invested
- 5. Constellation Energy Corp4.89% of assets$2.97M invested
- 6. Palo Alto Networks Inc0.17% of assets$102,729 invested
- 7. GE Vernova Inc5.69% of assets$3.46M invested
- 8. Confluent Inc Class A1.04% of assets$632,100 invested
- 9. NVIDIA Corp12% of assets$7.42M invested
- 10. Advanced Micro Devices Inc3.92% of assets$2.38M 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 Inc7.85% of assets$4.77M invested
- 2. IonQ Inc Class A5.23% of assets$3.18M invested
- 3. Shopify Inc Registered Shs -A- Subord Vtg2.21% of assets$1.34M invested
- 4. SentinelOne Inc Class A0.16% of assets$99,827 invested
- 5. CrowdStrike Holdings Inc Class A1.32% of assets$804,710 invested
- 6. Snowflake Inc Ordinary Shares - Class A4.86% of assets$2.96M invested
- 7. Zscaler Inc4.74% of assets$2.88M invested
- 8. Credo Technology Group Holding Ltd3.03% of assets$1.84M invested
- 9. Marvell Technology Inc6.95% of assets$4.22M invested
- 10. Datadog Inc Class A1.21% of assets$738,009 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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