Ballast Small/Mid Cap ETF
Shareclass
Ballast Small/Mid Cap ETF (MGMT)
Type
Exchange-traded fund
Manager
Gender equality score
40
/ 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: 755 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
3/30
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.
Ballast Small/Mid Cap ETF MGMT
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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. EPR Properties2.11% of assets$3.15M invested
- 2. Genpact Ltd1.69% of assets$2.52M invested
- 3. Amdocs Ltd1.05% of assets$1.57M invested
- 4. Cabot Corp1.1% of assets$1.65M invested
- 5. Extreme Networks Inc1.1% of assets$1.64M invested
- 6. Terex Corp1.06% of assets$1.58M invested
- 7. Donaldson Co Inc1.03% of assets$1.53M invested
- 8. Bausch & Lomb Corp1.26% of assets$1.88M invested
- 9. Lennox International Inc0.9% of assets$1.34M invested
- 10. MGIC Investment Corp2.02% of assets$3.01M 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. Patrick Industries Inc2.18% of assets$3.25M invested
- 2. Eagle Materials Inc2.14% of assets$3.2M invested
- 3. Tripadvisor Inc1.31% of assets$1.96M invested
- 4. Federal Agricultural Mortgage Corp Class C3.57% of assets$5.33M invested
- 5. Hillman Solutions Corp Shs1.57% of assets$2.35M invested
- 6. Cavco Industries Inc2.78% of assets$4.15M invested
- 7. Bruker Corp1% of assets$1.5M invested
- 8. The Brink's Co2.14% of assets$3.2M invested
- 9. Phinia Inc0.93% of assets$1.39M invested
- 10. IPG Photonics Corp1.12% of assets$1.67M invested
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Financial performance
Performance data provided by
Find more financial data on MGMT at Morningstar.com
Find more financial data on MGMT at Morningstar.comGender Equality and Returns
Enlarge
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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