Gender equality score
52
/ 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: 128 out of 848 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10

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.
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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. Chevron Corp15% of assets$1.64B invested
- 2. Exxon Mobil Corp23% of assets$2.48B invested
- 3. Equitrans Midstream Corp0.16% of assets$17.57M invested
- 4. ConocoPhillips6.89% of assets$748.33M invested
- 5. Occidental Petroleum Corp2.95% of assets$320.54M invested
- 6. Ovintiv Inc0.62% of assets$67.72M invested
- 7. Williams Companies Inc1.92% of assets$209.18M invested
- 8. Baker Hughes Co Class A1.58% of assets$171.48M invested
- 9. Phillips 662.36% of assets$256.45M invested
- 10. TechnipFMC PLC0.31% of assets$33.47M 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. Viper Energy Partners LP Common Units0.11% of assets$11.74M invested
- 2. Matador Resources Co0.4% of assets$43.22M invested
- 3. Coterra Energy Inc Ordinary Shares0.98% of assets$106.86M invested
- 4. Cactus Inc Class A0.18% of assets$19.15M invested
- 5. CVR Energy Inc0.06% of assets$7.06M invested
- 6. Magnolia Oil & Gas Corp Class A0.21% of assets$22.87M invested
- 7. Valaris Ltd0.1% of assets$10.49M invested
- 8. PBF Energy Inc Class A0.21% of assets$23.35M invested
- 9. ChampionX Corp0.34% of assets$37.35M invested
- 10. World Fuel Services Corp0.1% of assets$10.99M invested
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Financial performance
Performance data provided by
Find more financial data on VDE at Morningstar.com

Gender 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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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: