SPIRIT OF AMERICA LARGE CAP VALUE FUND - Spirit of America Investment Fund Inc
Shareclass
SPIRIT OF AMERICA LARGE CAP VALUE FUND Institutional Shares (SOIVX)
Type
Open-end mutual fund
Filing
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 697 out of 1,373 funds
See more funds from this group
All funds
Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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 LARGE CAP VALUE FUND - Spirit of America Investment Fund Inc SOIVX
Environment
Social
Search more funds
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. Procter & Gamble Co/The0.41% of assets$862,009 invested
- 2. Bank of America Corp0.66% of assets$1.39M invested
- 3. Welltower Inc0.55% of assets$1.16M invested
- 4. Mastercard Inc0.66% of assets$1.4M invested
- 5. Citigroup Inc1.15% of assets$2.44M invested
- 6. Philip Morris International Inc0.36% of assets$769,920 invested
- 7. JPMorgan Chase & Co3.44% of assets$7.28M invested
- 8. Wells Fargo & Co0.13% of assets$279,600 invested
- 9. Edison International0.07% of assets$156,052 invested
- 10. Accenture PLC0.47% of assets$999,417 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. Taiwan Semiconductor Manufacturing Co Ltd0.15% of assets$319,084 invested
- 2. Ramaco Resources Inc0.02% of assets$37,800 invested
- 3. TKO Group Holdings Inc0.09% of assets$188,100 invested
- 4. Talen Energy Corp0.58% of assets$1.22M invested
- 5. Palantir Technologies Inc0.54% of assets$1.14M invested
- 6. Vertiv Holdings Co0.28% of assets$595,386 invested
- 7. Blackstone Inc1.02% of assets$2.16M invested
- 8. Berkshire Hathaway Inc1.04% of assets$2.21M invested
- 9. Nucor Corp0.03% of assets$65,244 invested
- 10. DigitalBridge Group Inc0.09% of assets$199,420 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer