Aegis Value Fund - Aegis Funds
Shareclass
Aegis Value Fund Class I (AVALX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
-1000
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
-1000/40
Equal compensation and work life balance
-1000/30
Policies promoting gender equality
-1000/20
Commitment, transparency, and accountability
-1000/10
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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.
Aegis Value Fund - Aegis Funds AVALX
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. Glencore PLC1.17% of assets$11.91M invested
- 2. Mosaic Co/The1.96% of assets$19.91M invested
- 3. Eldorado Gold Corp1.24% of assets$12.58M invested
- 4. Cenovus Energy Inc5.56% of assets$56.59M invested
- 5. Parex Resources Inc0.91% of assets$9.24M invested
- 6. Perseus Mining Ltd1.93% of assets$19.65M invested
- 7. Equinox Gold Corp5.94% of assets$60.48M invested
- 8. ARC Resources Ltd0.88% of assets$8.96M invested
- 9. PBF Energy Inc1.61% of assets$16.34M invested
- 10. Athabasca Oil Corp1.84% of assets$18.71M 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. Hallador Energy Co3.28% of assets$33.35M invested
- 2. International Petroleum Corp3.27% of assets$33.28M invested
- 3. AdvanSix Inc2% of assets$20.33M invested
- 4. Vermilion Energy Inc1.78% of assets$18.1M invested
- 5. Ryerson Holding Corp1.7% of assets$17.31M invested
- 6. SEPLAT Energy PLC1.18% of assets$11.99M invested
- 7. RLJ Lodging Trust0.9% of assets$9.19M invested
- 8. First Internet Bancorp0.5% of assets$5.05M invested
- 9. Chatham Lodging Trust0.44% of assets$4.51M invested
- 10. Olympic Steel Inc0.3% of assets$3.09M invested
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