Gender equality score
37
/ 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: 1,027 out of 1,108 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
14/20
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.
Alger Mid Cap Focus Fund AFOZX
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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. Verisk Analytics Inc1.38% of assets$3.2M invested
- 2. Idacorp Inc0.93% of assets$2.17M invested
- 3. Cloudflare Inc2.22% of assets$5.15M invested
- 4. Spotify Technology SA2.08% of assets$4.82M invested
- 5. Planet Fitness Inc Class A1.18% of assets$2.75M invested
- 6. MarketAxess Holdings Inc1.71% of assets$3.97M invested
- 7. DexCom Inc1.22% of assets$2.82M invested
- 8. Axon Enterprise Inc4.03% of assets$9.34M invested
- 9. West Pharmaceutical Services Inc0.46% of assets$1.07M invested
- 10. McKesson Corp2.74% of assets$6.36M 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. TKO Group Holdings Inc1.83% of assets$4.24M invested
- 2. FTAI Aviation Ltd1.47% of assets$3.41M invested
- 3. Constellation Software Inc3.71% of assets$8.61M invested
- 4. Carvana Co Class A0.88% of assets$2.03M invested
- 5. Heico Corp4.51% of assets$10.46M invested
- 6. Talen Energy Corp Ordinary Shares New2.74% of assets$6.36M invested
- 7. Roblox Corp Ordinary Shares - Class A1.12% of assets$2.6M invested
- 8. Clearwater Analytics Holdings Inc Class A1.7% of assets$3.94M invested
- 9. Palantir Technologies Inc Ordinary Shares - Class A6.13% of assets$14.22M invested
- 10. Old Dominion Freight Line Inc Ordinary Shares0.74% of assets$1.71M invested
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Financial performance
Performance data provided by
Find more financial data on AFOZX at Morningstar.com
Find more financial data on AFOZX 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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