VELA Large Cap Plus Fund
Shareclass
VELA Large Cap Plus A (VELAX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 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: 322 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
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.
VELA Large Cap Plus Fund VELAX
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. AstraZeneca PLC ADR1.27% of assets$979,146 invested
- 2. Citigroup Inc2.38% of assets$1.83M invested
- 3. Bank of America Corp1.96% of assets$1.51M invested
- 4. Accenture PLC Class A1.69% of assets$1.3M invested
- 5. Uber Technologies Inc1.29% of assets$992,235 invested
- 6. PepsiCo Inc1.75% of assets$1.35M invested
- 7. PayPal Holdings Inc0.95% of assets$733,378 invested
- 8. Johnson & Johnson3% of assets$2.31M invested
- 9. Autodesk Inc1.76% of assets$1.35M invested
- 10. Northrop Grumman Corp0.88% of assets$676,449 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. Berkshire Hathaway Inc Class B2.65% of assets$2.03M invested
- 2. Microchip Technology Inc1.78% of assets$1.37M invested
- 3. EPAM Systems Inc1.47% of assets$1.13M invested
- 4. Align Technology Inc0.95% of assets$728,295 invested
- 5. Lincoln Electric Holdings Inc1.74% of assets$1.34M invested
- 6. Tyson Foods Inc Class A1.41% of assets$1.08M invested
- 7. CSX Corp1.55% of assets$1.19M invested
- 8. JB Hunt Transport Services Inc1.67% of assets$1.28M invested
- 9. Denali Therapeutics Inc0.13% of assets$97,025 invested
- 10. Kirby Corp1.08% of assets$827,715 invested
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Financial performance
Performance data provided by
Find more financial data on VELAX at Morningstar.com
Find more financial data on VELAX 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.
Benchmarking tool
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