Brandes Small Cap Value Fund
Shareclass
Brandes Small Cap Value R6 (BSCRX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,781 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
18/20
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.
Brandes Small Cap Value Fund BSCRX
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. CAE Inc1.53% of assets$1.8M invested
- 2. Grifols SA ADR1.62% of assets$1.92M invested
- 3. Premier Inc Class A2.39% of assets$2.82M invested
- 4. Edgewell Personal Care Co4.93% of assets$5.83M invested
- 5. Elanco Animal Health Inc3.65% of assets$4.32M invested
- 6. Papa John's International Inc1.6% of assets$1.89M invested
- 7. Hanesbrands Inc3.01% of assets$3.56M invested
- 8. MSC Industrial Direct Co Inc Class A2.55% of assets$3.01M invested
- 9. Kennametal Inc4.8% of assets$5.68M invested
- 10. Minerals Technologies Inc1.53% of assets$1.81M 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. UniFirst Corp1.21% of assets$1.43M invested
- 2. Moog Inc Class A3.92% of assets$4.63M invested
- 3. The Timken Co1.67% of assets$1.98M invested
- 4. Hexcel Corp3.97% of assets$4.69M invested
- 5. World Kinect Corp1.95% of assets$2.3M invested
- 6. Sealed Air Corp3.11% of assets$3.67M invested
- 7. Buzzi SpA ADR1.06% of assets$1.25M invested
- 8. The Scotts Miracle Gro Co Class A1.51% of assets$1.79M invested
- 9. Minerals Technologies Inc1.53% of assets$1.81M invested
- 10. Kennametal Inc4.8% of assets$5.68M invested
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Financial performance
Performance data provided by
Find more financial data on BSCRX at Morningstar.com
Find more financial data on BSCRX 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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