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 PLC1.28% of assets$16.51M invested
- 2. Mosaic Co/The1.63% of assets$21.08M invested
- 3. Radian Group Inc0.74% of assets$9.52M invested
- 4. Eldorado Gold Corp0.93% of assets$12.02M invested
- 5. JET2 PLC1.81% of assets$23.45M invested
- 6. Cenovus Energy Inc6.87% of assets$88.78M invested
- 7. Harley-Davidson Inc2.14% of assets$27.68M invested
- 8. Parex Resources Inc1.04% of assets$13.51M invested
- 9. Perseus Mining Ltd1.48% of assets$19.15M invested
- 10. Equinox Gold Corp4.14% of assets$53.53M 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. International Petroleum Corp3.84% of assets$49.62M invested
- 2. Vermilion Energy Inc2.68% of assets$34.65M invested
- 3. AdvanSix Inc2.22% of assets$28.67M invested
- 4. Hallador Energy Co2.21% of assets$28.51M invested
- 5. Ryerson Holding Corp1.9% of assets$24.63M invested
- 6. SEPLAT Energy PLC1.59% of assets$20.57M invested
- 7. RLJ Lodging Trust1.12% of assets$14.46M invested
- 8. First Internet Bancorp0.55% of assets$7.07M invested
- 9. Chatham Lodging Trust0.4% of assets$5.21M invested
- 10.0.35% of assets$4.51M invested
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