Gender equality score
44
/ 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: 428 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
5/30
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 Corp1.18% of assets$169,418 invested
- 2. Service Corp International0.74% of assets$105,300 invested
- 3. AT&T Inc1.82% of assets$260,943 invested
- 4. Hewlett Packard Enterprise Co0.89% of assets$127,774 invested
- 5. Tyler Technologies Inc1.68% of assets$240,330 invested
- 6. Comerica Inc0.79% of assets$112,578 invested
- 7. ConocoPhillips1.69% of assets$241,827 invested
- 8. Exxon Mobil Corp1.33% of assets$191,154 invested
- 9. Jacobs Solutions Inc0.48% of assets$69,179 invested
- 10. Vistra Corp1.4% of assets$200,490 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 A0.19% of assets$27,110 invested
- 2. LGI Homes Inc0.51% of assets$72,696 invested
- 3. Matador Resources Co0.15% of assets$20,936 invested
- 4. Kratos Defense & Security Solutions Inc0.83% of assets$118,359 invested
- 5. Tidewater Inc0.36% of assets$51,596 invested
- 6. IES Holdings Inc1.11% of assets$159,070 invested
- 7. International Bancshares Corp1.08% of assets$154,770 invested
- 8. Alkami Technology Inc1.38% of assets$198,147 invested
- 9. Rush Enterprises Inc Class A1.04% of assets$148,716 invested
- 10. Wingstop Inc0.7% of assets$100,955 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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