Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 222 out of 1,085 funds
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Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
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 Texas Fund BIGTX
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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. Kimberly-Clark Corp0.8% of assets$122,425 invested
- 2. Service Corp International0.67% of assets$103,025 invested
- 3. AT&T Inc2.99% of assets$456,192 invested
- 4. Chevron Corp3% of assets$457,871 invested
- 5. Hewlett Packard Enterprise Co0.58% of assets$88,023 invested
- 6. Exxon Mobil Corp3.1% of assets$473,275 invested
- 7. ConocoPhillips2.48% of assets$379,352 invested
- 8. Jacobs Solutions Inc0.52% of assets$78,964 invested
- 9. Vistra Corp1.86% of assets$283,665 invested
- 10. Tyler Technologies Inc1.46% of assets$222,338 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. AST SpaceMobile Inc Ordinary Shares - Class A0.32% of assets$48,940 invested
- 2. Kratos Defense & Security Solutions Inc0.97% of assets$147,613 invested
- 3. Tidewater Inc0.45% of assets$68,086 invested
- 4. International Bancshares Corp1.08% of assets$165,257 invested
- 5. IES Holdings Inc0.83% of assets$127,149 invested
- 6. Alkami Technology Inc1.08% of assets$164,480 invested
- 7. Rush Enterprises Inc Class A0.96% of assets$146,370 invested
- 8. Permian Resources Corp Class A0.41% of assets$62,347 invested
- 9. Flowserve Corp0.42% of assets$64,499 invested
- 10. Eagle Materials Inc0.85% of assets$129,073 invested
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Financial performance
Performance data provided by
Find more financial data on BIGTX at Morningstar.com
Find more financial data on BIGTX at Morningstar.comGender Equality and Returns
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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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