Adirondack Small Cap Fund
Shareclass
Adirondack Small Cap (ADKSX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 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: 573 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
16/20
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.
Adirondack Small Cap Fund ADKSX
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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. Healthcare Realty Trust Inc2.88% of assets$1.11M invested
- 2. CNO Financial Group Inc1.7% of assets$658,070 invested
- 3. Under Armour Inc Class A1.39% of assets$536,438 invested
- 4. Alaska Air Group Inc1.34% of assets$519,616 invested
- 5. Genworth Financial Inc3.36% of assets$1.3M invested
- 6. Lincoln National Corp2.8% of assets$1.09M invested
- 7. The AES Corp2.75% of assets$1.07M invested
- 8. Perrigo Co PLC3.08% of assets$1.19M invested
- 9. Brixmor Property Group Inc1.07% of assets$413,384 invested
- 10. Ciena Corp1.17% of assets$452,681 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. Virtu Financial Inc Class A4.03% of assets$1.56M invested
- 2. Talen Energy Corp Ordinary Shares New0.52% of assets$201,068 invested
- 3. Seaboard Corp1.75% of assets$676,977 invested
- 4. Neogen Corp1.41% of assets$545,326 invested
- 5. O-I Glass Inc0.74% of assets$286,750 invested
- 6. Cleveland-Cliffs Inc0.2% of assets$78,090 invested
- 7. TTM Technologies Inc2.45% of assets$948,588 invested
- 8. Hillman Solutions Corp Shs1.16% of assets$448,475 invested
- 9. Celestica Inc Ordinary Shares (Subordinate Voting)0.22% of assets$86,691 invested
- 10. Kyndryl Holdings Inc Ordinary Shares1.77% of assets$684,520 invested
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Financial performance
Performance data provided by
Find more financial data on ADKSX at Morningstar.com
Find more financial data on ADKSX at Morningstar.comGender Equality and Returns
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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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