SPIRIT OF AMERICA LARGE CAP VALUE FUND - Spirit of America Investment Fund Inc
Shareclass
SPIRIT OF AMERICA LARGE CAP VALUE FUND Institutional Shares (SOIVX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund SPIRIT OF AMERICA LARGE CAP VALUE FUND - Spirit of America Investment Fund Inc
FUND COVERAGE
# of holdings149
% of assets99%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The0.41%$862,009
- 2. Bank of America Corp0.66%$1.39M
- 3. Welltower Inc0.55%$1.16M
- 4. Mastercard Inc0.66%$1.4M
- 5. Citigroup Inc1.15%$2.44M
- 6. Philip Morris International Inc0.36%$769,920
- 7. JPMorgan Chase & Co3.44%$7.28M
- 8. Wells Fargo & Co0.13%$279,600
- 9. Edison International0.07%$156,052
- 10. Accenture PLC0.47%$999,417
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.09%$188,100
- 2. Talen Energy Corp0.58%$1.22M
- 3. Palantir Technologies Inc0.54%$1.14M
- 4. Vertiv Holdings Co0.28%$595,386
- 5. Blackstone Inc1.02%$2.16M
- 6. Berkshire Hathaway Inc1.04%$2.21M
- 7. Nucor Corp0.03%$65,244
- 8. DigitalBridge Group Inc0.09%$199,420
- 9. Carlyle Group Inc/The0.17%$357,615
- 10. Crowdstrike Holdings Inc1.02%$2.17M
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 LARGE CAP VALUE FUND - Spirit of America Investment Fund Inc
Totals
Holdings
Assets
Weight
Prisons
10.0
$43.44M
21%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
12.0
$35.52M
17%
Borders high risk
4.0
$2.36M
1.12%
Total
17.0
$47.11M
22%
Holdings — 17 flagged holdings
1.
Alphabet Inc
:$13.9M
6.56%
2.
Microsoft Corp
:$9.33M
4.41%
3.
Amazon.com Inc
:$6.87M
3.24%
4.
Costco Wholesale Corp
$4.92M
2.32%
5.
Walmart Inc
$3.21M
1.52%
6.
Berkshire Hathaway Inc
$2.21M
1.04%
7.
Palantir Technologies Inc
:$1.14M
0.54%
8.
Alphabet Inc
:$1.11M
0.53%
9.
Accenture PLC
:$999,417
0.47%
10.
McDonald's Corp
$788,525
0.37%
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 LARGE CAP VALUE FUND - Spirit of America Investment Fund Inc SOIVX
Environment
Social
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