Avantis® U.S. Small Cap Value Fund
Shareclass
Avantis® U.S. Small Cap Value G (AVCNX)
Type
Open-end mutual fund
Manager
Gender equality score
41
/ 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: 721 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
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.
Avantis® U.S. Small Cap Value Fund AVCNX
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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. The Chemours Co0.09% of assets$836,999 invested
- 2. VF Corp<0.01% of assets$66,219 invested
- 3. Macy's Inc0.64% of assets$6.24M invested
- 4. Insight Enterprises Inc0.13% of assets$1.26M invested
- 5. PVH Corp0.54% of assets$5.21M invested
- 6. Pathward Financial Inc0.26% of assets$2.55M invested
- 7. FMC Corp0.48% of assets$4.64M invested
- 8. Crocs Inc0.24% of assets$2.32M invested
- 9. Tri Pointe Homes Inc0.42% of assets$4.06M invested
- 10. Compass Minerals International Inc0.09% of assets$891,623 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. EchoStar Corp Class A0.51% of assets$4.99M invested
- 2. Supernus Pharmaceuticals Inc0.25% of assets$2.41M invested
- 3. Servisfirst Bancshares Inc0.04% of assets$420,768 invested
- 4. Axos Financial Inc0.39% of assets$3.79M invested
- 5. Argan Inc0.49% of assets$4.73M invested
- 6. Matador Resources Co0.19% of assets$1.87M invested
- 7. First Merchants Corp0.14% of assets$1.35M invested
- 8. Towne Bank0.13% of assets$1.24M invested
- 9. Alpha Metallurgical Resources Inc0.18% of assets$1.71M invested
- 10. Dillard's Inc Class A0.11% of assets$1.03M invested
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Financial performance
Performance data provided by
Find more financial data on AVCNX at Morningstar.com
Find more financial data on AVCNX 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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