Spirit of America Energy Fund
Shareclass
Spirit of America Energy A (SOAEX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 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: 427 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
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.
Spirit of America Energy Fund SOAEX
Environment
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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. BP PLC ADR1.22% of assets$2.46M invested
- 2. Enbridge Inc3.87% of assets$7.8M invested
- 3. TotalEnergies SE ADR0.03% of assets$60,230 invested
- 4. Chevron Corp4.36% of assets$8.8M invested
- 5. Exxon Mobil Corp3.98% of assets$8.02M invested
- 6. ConocoPhillips2.28% of assets$4.6M invested
- 7. Vistra Corp0.38% of assets$768,545 invested
- 8. TC Energy Corp1.37% of assets$2.76M invested
- 9. Ovintiv Inc0.2% of assets$412,870 invested
- 10. Occidental Petroleum Corp0.85% of assets$1.71M 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. Liberty Energy Inc Class A0.06% of assets$120,890 invested
- 2. Viper Energy Inc Ordinary Shares - Class A0.71% of assets$1.43M invested
- 3. Matador Resources Co0.23% of assets$471,060 invested
- 4. Hess Midstream LP Class A3.18% of assets$6.42M invested
- 5. Vertiv Holdings Co Class A0.19% of assets$390,197 invested
- 6. Canadian Natural Resources Ltd0.06% of assets$113,080 invested
- 7. PBF Energy Inc Class A0.57% of assets$1.15M invested
- 8. Permian Resources Corp Class A0.08% of assets$169,080 invested
- 9. HF Sinclair Corp0.51% of assets$1.03M invested
- 10. UGI Corp0.15% of assets$307,440 invested
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Financial performance
Performance data provided by
Find more financial data on SOAEX at Morningstar.com
Find more financial data on SOAEX at Morningstar.comGender Equality and Returns
Enlarge
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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