Utilities Select Sector SPDR® Fund
Shareclass
Utilities Select Sector SPDR® ETF (XLU)
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
Universe: Groups
Group: Sector Equity Funds
Ranking: 98 out of 873 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
7/30
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.
Utilities Select Sector SPDR® Fund XLU
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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. American Electric Power Co Inc4.9% of assets$601.66M invested
- 2. Exelon Corp3.91% of assets$479.14M invested
- 3. American Water Works Co Inc2.53% of assets$309.98M invested
- 4. Edison International2.85% of assets$350.14M invested
- 5. Sempra4.86% of assets$596.71M invested
- 6. Public Service Enterprise Group Inc3.4% of assets$417.61M invested
- 7. Alliant Energy Corp1.33% of assets$163.3M invested
- 8. PPL Corp2.13% of assets$261.06M invested
- 9. Dominion Energy Inc4.38% of assets$537.53M invested
- 10. NiSource Inc1.18% of assets$144.33M 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. NextEra Energy Inc12% of assets$1.52B invested
- 2. Atmos Energy Corp1.83% of assets$224.72M invested
- 3. Ameren Corp2.05% of assets$251.4M invested
- 4. Evergy Inc1.24% of assets$152.52M invested
- 5. Southern Co8.03% of assets$985.03M invested
- 6. The AES Corp1.11% of assets$136.41M invested
- 7. Constellation Energy Corp5.89% of assets$722.55M invested
- 8. Consolidated Edison Inc3.3% of assets$404.33M invested
- 9. Xcel Energy Inc3.18% of assets$390.48M invested
- 10. WEC Energy Group Inc2.71% of assets$332.51M invested
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Financial performance
Performance data provided by
Find more financial data on XLU at Morningstar.com
Find more financial data on XLU 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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