The Financial Select Sector SPDR® Fund
Shareclass
The Financial Select Sector SPDR® ETF (XLF)
Type
Exchange-traded fund
Manager
Gender equality score
55
/ 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
28/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
16/20
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.
The Financial Select Sector SPDR® Fund XLF
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. Bank of America Corp4.18% of assets$2.21B invested
- 2. Mastercard Inc Class A6.2% of assets$3.28B invested
- 3. Citigroup Inc2.36% of assets$1.25B invested
- 4. JPMorgan Chase & Co11% of assets$5.87B invested
- 5. Wells Fargo & Co3.54% of assets$1.87B invested
- 6. PayPal Holdings Inc0.9% of assets$476.73M invested
- 7. Moodys Corp1.08% of assets$568.88M invested
- 8. The Goldman Sachs Group Inc2.99% of assets$1.58B invested
- 9. The Hartford Insurance Group Inc0.48% of assets$251.91M invested
- 10. Prudential Financial Inc0.49% of assets$261.39M 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. Blackstone Inc1.7% of assets$899.68M invested
- 2. Berkshire Hathaway Inc Class B12% of assets$6.17B invested
- 3. Cincinnati Financial Corp0.31% of assets$164.35M invested
- 4. Brown & Brown Inc0.35% of assets$182.55M invested
- 5. Corpay Inc0.31% of assets$162.35M invested
- 6. Invesco Ltd0.13% of assets$67.03M invested
- 7. Coinbase Global Inc Ordinary Shares - Class A1.08% of assets$569.37M invested
- 8. WR Berkley Corp0.28% of assets$147.02M invested
- 9. Erie Indemnity Co Class A0.12% of assets$63.39M invested
- 10. Charles Schwab Corp2.25% of assets$1.19B invested
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Financial performance
Performance data provided by
Find more financial data on XLF at Morningstar.com
Find more financial data on XLF 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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