Vanguard Utilities Index Fund
Shareclass
Vanguard Utilities ETF (VPU)
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: 138 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
20/20
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.
Vanguard Utilities Index Fund VPU
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. Exelon Corp3.34% of assets$281.95M invested
- 2. American Electric Power Co Inc4.25% of assets$358.54M invested
- 3. Sempra3.41% of assets$287.78M invested
- 4. Alliant Energy Corp1.25% of assets$105.12M invested
- 5. Edison International1.59% of assets$133.79M invested
- 6. TXNM Energy Inc0.34% of assets$28.42M invested
- 7. American Water Works Co Inc2% of assets$168.21M invested
- 8. Vistra Corp3.42% of assets$288.68M invested
- 9. NorthWestern Energy Group Inc0.26% of assets$21.76M invested
- 10. Idacorp Inc0.47% of assets$39.87M 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. American States Water Co0.22% of assets$18.35M invested
- 2. UGI Corp0.55% of assets$46.56M invested
- 3. Southwest Gas Holdings Inc0.32% of assets$27.34M invested
- 4. Sunnova Energy International Inc0.01% of assets$1.19M invested
- 5. ALLETE Inc0.29% of assets$24.11M invested
- 6. Ormat Technologies Inc0.3% of assets$25.47M invested
- 7. Clearway Energy Inc Class C0.17% of assets$14.66M invested
- 8. Clearway Energy Inc Class A0.07% of assets$5.85M invested
- 9. NextEra Energy Inc11% of assets$916.04M invested
- 10. Atmos Energy Corp1.78% of assets$150.11M invested
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Financial performance
Performance data provided by
Find more financial data on VPU at Morningstar.com
Find more financial data on VPU 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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