Spirit Of America Utilities Fund
Shareclass
Spirit of America Utilities A (SOAUX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 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: 113 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
30/40
Equal compensation and work life balance
6/30
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 Utilities Fund SOAUX
Environment
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. Exelon Corp2.65% of assets$838,656 invested
- 2. American Electric Power Co Inc3.86% of assets$1.22M invested
- 3. Sempra3.62% of assets$1.15M invested
- 4. Alliant Energy Corp1.13% of assets$357,142 invested
- 5. Edison International2.02% of assets$639,753 invested
- 6. TXNM Energy Inc0.88% of assets$278,096 invested
- 7. American Water Works Co Inc0.95% of assets$302,416 invested
- 8. Republic Services Inc0.57% of assets$181,620 invested
- 9. Vistra Corp3.17% of assets$1M invested
- 10. NorthWestern Energy Group Inc0.79% of assets$248,841 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. Southwest Gas Holdings Inc0.71% of assets$226,170 invested
- 2. Clearway Energy Inc Class C1.39% of assets$440,428 invested
- 3. NextEra Energy Inc5.57% of assets$1.77M invested
- 4. Targa Resources Corp0.47% of assets$150,352 invested
- 5. Atmos Energy Corp2.39% of assets$757,442 invested
- 6. Chesapeake Utilities Corp1.2% of assets$378,868 invested
- 7. Waste Management Inc1.1% of assets$347,265 invested
- 8. NRG Energy Inc0.95% of assets$300,699 invested
- 9. The AES Corp1.24% of assets$391,230 invested
- 10. New Jersey Resources Corp0.62% of assets$196,240 invested
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Financial performance
Performance data provided by
Find more financial data on SOAUX at Morningstar.com
Find more financial data on SOAUX 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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