Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Rydex Utilities Fund
FUND COVERAGE
# of holdings49
% of assets97%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Grid PLC ADR1.48%$394,743
- 2. Edison International1.82%$485,524
- 3. Exelon Corp2.74%$731,142
- 4. Sempra3.16%$842,753
- 5. American Electric Power Co Inc3.14%$837,900
- 6. Alliant Energy Corp1.69%$451,175
- 7. Portland General Electric Co0.89%$237,732
- 8. Entergy Corp2.61%$695,757
- 9. American Water Works Co Inc2.11%$563,302
- 10. Vistra Corp3.22%$858,326
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Talen Energy Corp Ordinary Shares New1.5%$401,133
- 2. UGI Corp1.04%$276,590
- 3. NextEra Energy Inc5.13%$1.37M
- 4. Brookfield Renewable Corp Ordinary Shares - Class A (Exchangeable Sub Votin1.33%$354,836
- 5. Clearway Energy Inc Class C0.93%$248,120
- 6. Atmos Energy Corp2.1%$561,768
- 7. TXNM Energy Inc0.97%$258,377
- 8. Ormat Technologies Inc0.97%$258,046
- 9. NRG Energy Inc2.28%$607,312
- 10. ONE Gas Inc0.9%$239,906
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Rydex Utilities Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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.
Rydex Utilities Fund RYAUX
Environment
Social
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