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. Large Cap Equity
Ranking: 342 out of 1,454 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
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 ADR1.3% of assets$935,720 invested
- 2. Bank of America Corp2.01% of assets$1.44M invested
- 3. Citigroup Inc2.4% of assets$1.72M invested
- 4. Accenture PLC Class A1.83% of assets$1.31M invested
- 5. Uber Technologies Inc1.53% of assets$1.1M invested
- 6. PayPal Holdings Inc1.01% of assets$725,430 invested
- 7. Johnson & Johnson3.01% of assets$2.17M invested
- 8. Autodesk Inc2.03% of assets$1.46M invested
- 9. Northrop Grumman Corp0.99% of assets$710,188 invested
- 10. Microsoft Corp4.45% of assets$3.2M 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 B2.77% of assets$1.99M invested
- 2. Microchip Technology Inc1.11% of assets$800,894 invested
- 3. EPAM Systems Inc1.33% of assets$954,809 invested
- 4. Align Technology Inc1.88% of assets$1.35M invested
- 5. Tyson Foods Inc Class A1.38% of assets$992,796 invested
- 6. Teradyne Inc0.37% of assets$268,419 invested
- 7. Lincoln Electric Holdings Inc1.92% of assets$1.38M invested
- 8. CSX Corp0.71% of assets$510,968 invested
- 9. KKR & Co Inc Ordinary Shares0.75% of assets$538,311 invested
- 10. JB Hunt Transport Services Inc1.54% of assets$1.1M 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
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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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