Ancora/Thelen Small-Mid Cap Fund - ANCORA TRUST
Shareclass
Ancora/Thelen Small-Mid Cap Fund Class S (AATSX)
Type
Open-end mutual fund
Manager
Filing
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: 556 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
Ancora/Thelen Small-Mid Cap Fund - ANCORA TRUST AATSX
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. Raymond James Financial Inc0.86% of assets$1.88M invested
- 2. Jacobs Solutions Inc0.38% of assets$821,119 invested
- 3. Northwestern Energy Group Inc1.31% of assets$2.86M invested
- 4. DuPont de Nemours Inc1.2% of assets$2.61M invested
- 5. Deckers Outdoor Corp1.17% of assets$2.55M invested
- 6. Energizer Holdings Inc0.53% of assets$1.15M invested
- 7. Fortune Brands Innovations Inc2.47% of assets$5.39M invested
- 8. Wyndham Hotels & Resorts Inc0.35% of assets$762,475 invested
- 9. Kyndryl Holdings Inc0.8% of assets$1.74M invested
- 10. Howard Hughes Holdings Inc0.61% of assets$1.34M 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. NPK International Inc1.68% of assets$3.65M invested
- 2. F&G Annuities & Life Inc1.44% of assets$3.13M invested
- 3. Atlanta Braves Holdings Inc1.36% of assets$2.96M invested
- 4. CompoSecure Inc1.34% of assets$2.91M invested
- 5. Bridgewater Bancshares Inc0.79% of assets$1.72M invested
- 6. V2X Inc0.7% of assets$1.52M invested
- 7. Perella Weinberg Partners0.67% of assets$1.46M invested
- 8. Clearfield Inc0.59% of assets$1.28M invested
- 9. Ingevity Corp0.58% of assets$1.27M invested
- 10. Innovative Solutions and Support Inc0.52% of assets$1.14M invested
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