Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 492 out of 2,466 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
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.
Vanguard FTSE Social Index Fund VFTAX
Environment
Social
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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. Procter & Gamble Co1.19% of assets$169.84M invested
- 2. International Flavors & Fragrances Inc0.08% of assets$11.32M invested
- 3. S&P Global Inc0.38% of assets$53.68M invested
- 4. JPMorgan Chase & Co1.29% of assets$183.9M invested
- 5. Biogen Inc0.13% of assets$19.25M invested
- 6. Accenture PLC Class A0.61% of assets$87.65M invested
- 7. Bank of America Corp0.68% of assets$97.16M invested
- 8. Hasbro Inc0.02% of assets$3.4M invested
- 9. The Goldman Sachs Group Inc0.36% of assets$51.92M invested
- 10. General Mills Inc0.17% of assets$24.36M 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. Ubiquiti Inc<0.01% of assets$543,380 invested
- 2. Lennar Corp Class A0.09% of assets$12.52M invested
- 3. Lennar Corp Class B<0.01% of assets$906,943 invested
- 4. NVR Inc0.05% of assets$7.84M invested
- 5. Lucid Group Inc Shs0.02% of assets$2.3M invested
- 6. Old Dominion Freight Line Inc Ordinary Shares0.11% of assets$16.38M invested
- 7. Universal Health Services Inc Class B0.03% of assets$3.75M invested
- 8. Markel Corp0.06% of assets$8.22M invested
- 9. Roblox Corp Ordinary Shares - Class A0.06% of assets$7.92M invested
- 10. PACCAR Inc0.13% of assets$18.11M invested
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Financial performance
Performance data provided by
Find more financial data on VFTAX at Morningstar.com

Gender 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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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: