Spirit of America Large Cap Value Fund
Shareclass
Spirit of America Large Cap Value A (SOAVX)
Type
Open-end mutual fund
Manager
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: 821 out of 1,460 funds
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Groups
Categories
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
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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.
Spirit of America Large Cap Value Fund SOAVX
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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. Procter & Gamble Co0.48% of assets$958,310 invested
- 2. Novo Nordisk AS ADR0.02% of assets$34,510 invested
- 3. Dow Inc0.05% of assets$108,118 invested
- 4. Bank of America Corp0.59% of assets$1.18M invested
- 5. Bank of America Corp 6% PRF PERPETUAL USD 25 - Ser GG 1/1000th int0.05% of assets$99,520 invested
- 6. Bank of America Corp Pfd0.02% of assets$49,020 invested
- 7. Bank of America Corp 5% PRF PERPETUAL USD 25 - Ser LL DpSh1/1000th0.02% of assets$40,620 invested
- 8. Bank of America Corp PRF PERPETUAL USD - 1/000TH INT Ser SS0.02% of assets$38,920 invested
- 9. Welltower Inc0.31% of assets$607,234 invested
- 10. Mastercard Inc Class A0.69% of assets$1.38M 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. TKO Group Holdings Inc0.08% of assets$163,755 invested
- 2. Talen Energy Corp Ordinary Shares New0.29% of assets$567,002 invested
- 3. Palantir Technologies Inc Ordinary Shares - Class A0.24% of assets$477,120 invested
- 4. Vertiv Holdings Co Class A0.19% of assets$385,230 invested
- 5. Blackstone Inc1.05% of assets$2.09M invested
- 6. Berkshire Hathaway Inc Class B1.01% of assets$2M invested
- 7. Nucor Corp0.03% of assets$51,816 invested
- 8. DigitalBridge Group Inc Class A0.07% of assets$134,550 invested
- 9. The Carlyle Group Inc0.16% of assets$310,970 invested
- 10. CrowdStrike Holdings Inc Class A0.97% of assets$1.92M invested
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Financial performance
Performance data provided by
Find more financial data on SOAVX at Morningstar.com
Find more financial data on SOAVX 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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