Spirit Of America Utilities Fund
Shareclass
Spirit of America Utilities A (SOAUX)
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 Utilities Fund
FUND COVERAGE
# of holdings48
% of assets96%
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. Edison International1.29%$600,230
- 2. Exelon Corp2.48%$1.15M
- 3. American Electric Power Co Inc3.4%$1.58M
- 4. Sempra3.34%$1.55M
- 5. Alliant Energy Corp0.96%$444,906
- 6. Portland General Electric Co1.6%$743,600
- 7. Entergy Corp4.16%$1.93M
- 8. Republic Services Inc0.86%$401,590
- 9. American Water Works Co Inc0.67%$313,178
- 10. Vistra Corp4.13%$1.92M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Talen Energy Corp Ordinary Shares New0.5%$233,959
- 2. Chesapeake Utilities Corp1.16%$538,760
- 3. NextEra Energy Inc5.12%$2.38M
- 4. Southwest Gas Holdings Inc0.58%$270,273
- 5. Clearway Energy Inc Class C1.26%$587,600
- 6. Targa Resources Corp0.62%$289,006
- 7. Atmos Energy Corp2.06%$956,200
- 8. TXNM Energy Inc0.68%$316,680
- 9. Kinder Morgan Inc Class P0.49%$226,480
- 10. NuScale Power Corp Class A0.35%$162,000
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 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.
Spirit Of America Utilities Fund SOAUX
Environment
Social
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