Acclivity Mid Cap Multi-Style Fund
Shareclass
Acclivity Mid Cap Multi-Style N (AXMNX)
Type
Open-end mutual fund
Manager
Gender equality score
49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 153 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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.
Acclivity Mid Cap Multi-Style Fund AXMNX
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. International Flavors & Fragrances Inc0.25% of assets$10,076 invested
- 2. Biogen Inc0.62% of assets$25,369 invested
- 3. The Interpublic Group of Companies Inc0.05% of assets$2,081 invested
- 4. Hologic Inc0.27% of assets$10,947 invested
- 5. Willis Towers Watson PLC0.31% of assets$12,873 invested
- 6. JM Smucker Co0.18% of assets$7,463 invested
- 7. Expedia Group Inc0.52% of assets$21,422 invested
- 8. Ralph Lauren Corp Class A0.45% of assets$18,377 invested
- 9. Jones Lang LaSalle Inc0.65% of assets$26,601 invested
- 10. Principal Financial Group Inc0.84% of assets$34,473 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. Liberty Broadband Corp Registered Shs Series -C-0.35% of assets$14,462 invested
- 2. GameStop Corp Class A0.11% of assets$4,658 invested
- 3. RBC Bearings Inc0.2% of assets$8,081 invested
- 4. IonQ Inc Class A0.04% of assets$1,719 invested
- 5. Carvana Co Class A0.3% of assets$12,468 invested
- 6. Lennar Corp Class A0.37% of assets$15,043 invested
- 7. Rocket Lab Corp0.09% of assets$3,613 invested
- 8. Houlihan Lokey Inc Class A0.12% of assets$4,859 invested
- 9. Celsius Holdings Inc0.1% of assets$4,221 invested
- 10. Markel Group Inc0.78% of assets$31,958 invested
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Financial performance
Performance data provided by
Find more financial data on AXMNX at Morningstar.com
Find more financial data on AXMNX at Morningstar.comGender Equality and Returns
Enlarge
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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