The Health Care Select Sector SPDR® Fund
Shareclass
The Health Care Select Sector SPDR® ETF (XLV)
Type
Exchange-traded fund
Manager
Gender equality score
58
/ 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: 33 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
30/40
Equal compensation and work life balance
9/30
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.
The Health Care Select Sector SPDR® Fund XLV
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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. Biogen Inc0.38% of assets$144.58M invested
- 2. Boston Scientific Corp2.8% of assets$1.07B invested
- 3. Johnson & Johnson7.51% of assets$2.88B invested
- 4. Bristol-Myers Squibb Co2.33% of assets$893.39M invested
- 5. Charles River Laboratories International Inc0.14% of assets$55.56M invested
- 6. Merck & Co Inc4.27% of assets$1.64B invested
- 7. Amgen Inc3.15% of assets$1.21B invested
- 8. Centene Corp0.57% of assets$217.32M invested
- 9. Hologic Inc0.26% of assets$100.05M invested
- 10. The Cigna Group1.69% of assets$650.2M 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. Align Technology Inc0.21% of assets$80.47M invested
- 2. Universal Health Services Inc Class B0.21% of assets$79.64M invested
- 3. Solventum Corp0.2% of assets$75.86M invested
- 4. Steris PLC0.42% of assets$160.75M invested
- 5. IQVIA Holdings Inc0.55% of assets$212.9M invested
- 6. Zimmer Biomet Holdings Inc0.42% of assets$162.64M invested
- 7. Molina Healthcare Inc0.34% of assets$131.96M invested
- 8. Revvity Inc0.24% of assets$92.95M invested
- 9. Mettler-Toledo International Inc0.46% of assets$178.27M invested
- 10. Bio-Techne Corp0.17% of assets$66.91M invested
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Financial performance
Performance data provided by
Find more financial data on XLV at Morningstar.com
Find more financial data on XLV 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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