Spirit of America Energy Fund
Shareclass
Spirit of America Energy Institutional (SAIEX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Spirit of America Energy Fund
FUND COVERAGE
# of holdings57
% of assets79%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. BP PLC ADR1.45%$2.29M
- 2. Enbridge Inc4.5%$7.1M
- 3. TotalEnergies SE ADR0.04%$59,690
- 4. Chevron Corp3.68%$5.8M
- 5. SLB0.79%$1.25M
- 6. Exxon Mobil Corp3.35%$5.29M
- 7. ConocoPhillips2.28%$3.6M
- 8. Entergy Corp0.35%$559,140
- 9. Vistra Corp1.24%$1.96M
- 10. TC Energy Corp1.81%$2.86M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viper Energy Inc Ordinary Shares - Class A0.68%$1.07M
- 2. Talen Energy Corp Ordinary Shares New1.74%$2.74M
- 3. Hess Midstream LP Class A3.02%$4.76M
- 4. Matador Resources Co0.26%$404,370
- 5. Vertiv Holdings Co Class A0.51%$799,558
- 6. PBF Energy Inc Class A0.77%$1.21M
- 7. Canadian Natural Resources Ltd0.08%$127,840
- 8. Permian Resources Corp Class A0.1%$153,600
- 9. HF Sinclair Corp0.92%$1.45M
- 10. South Bow Corp0.21%$332,832
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 Spirit of America Energy 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.
Spirit of America Energy Fund SAIEX
Environment
Social
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