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
19/40
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$478 invested
- 2. Vistra Corp5% of assets$3.37M invested
- 3. Cloudflare Inc9.61% of assets$6.47M invested
- 4. Constellation Energy Corp4.75% of assets$3.2M invested
- 5. Palo Alto Networks Inc0.13% of assets$86,106 invested
- 6. GE Vernova Inc6.33% of assets$4.26M invested
- 7. NVIDIA Corp12% of assets$8.35M invested
- 8. Advanced Micro Devices Inc4.33% of assets$2.92M invested
- 9. Ciena Corp3.09% of assets$2.08M invested
- 10. Arista Networks Inc5.71% of assets$3.85M 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 Inc11% of assets$7.13M invested
- 2. IonQ Inc Class A4.37% of assets$2.95M invested
- 3. Shopify Inc Registered Shs -A- Subord Vtg2.08% of assets$1.4M invested
- 4. Rubrik Inc Class A Shares0.28% of assets$189,900 invested
- 5. SentinelOne Inc Class A3.69% of assets$2.48M invested
- 6. CrowdStrike Holdings Inc Class A1.05% of assets$709,584 invested
- 7. Snowflake Inc Ordinary Shares3.39% of assets$2.28M invested
- 8. Zscaler Inc3.34% of assets$2.25M invested
- 9. Credo Technology Group Holding Ltd3.26% of assets$2.19M invested
- 10. Marvell Technology Inc6.43% of assets$4.33M 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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