Copeland International Small Cap Fund
Shareclass
Copeland International Small Cap A (CISAX)
Type
Open-end mutual fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 993 out of 1,095 funds
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Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
10/30
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.
Copeland International Small Cap Fund CISAX
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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. Euronext NV1.09% of assets$7,785 invested
- 2. Spirax Group PLC1.26% of assets$9,024 invested
- 3. Borregaard ASA1.26% of assets$8,992 invested
- 4. Halma PLC1.72% of assets$12,289 invested
- 5. Charter Hall Group1.54% of assets$11,000 invested
- 6. Gaztransport et technigaz SA1.43% of assets$10,213 invested
- 7. Arcadis NV1.06% of assets$7,574 invested
- 8. Virbac SA1.14% of assets$8,155 invested
- 9. Wihlborgs Fastigheter AB1.12% of assets$8,019 invested
- 10. Hensoldt AG Ordinary Shares1.59% of assets$11,330 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. TFI International Inc0.95% of assets$6,778 invested
- 2. Brookfield Infrastructure Corp Ordinary Shares - Class A (Exchangeable Sub1.29% of assets$9,243 invested
- 3. Kotobuki Spirits Co Ltd1.46% of assets$10,414 invested
- 4. Tourmaline Oil Corp0.91% of assets$6,513 invested
- 5. Stella-Jones Inc1.14% of assets$8,104 invested
- 6. FirstService Corp Ordinary Shares1.23% of assets$8,766 invested
- 7. Nichias Corp1.33% of assets$9,467 invested
- 8. Aica Kogyo Co Ltd1.27% of assets$9,083 invested
- 9. Maruwa Co Ltd1.94% of assets$13,846 invested
- 10. Nippon Gas Co Ltd1.23% of assets$8,810 invested
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Financial performance
Performance data provided by
Find more financial data on CISAX at Morningstar.com
Find more financial data on CISAX 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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