Gender equality score
43
/ 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: 444 out of 1,085 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
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.
CRM Mid Cap Value Fund CRMMX
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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. Xylem Inc2.12% of assets$6.46M invested
- 2. Camden Property Trust2.7% of assets$8.22M invested
- 3. Corteva Inc1.56% of assets$4.74M invested
- 4. Ciena Corp2.64% of assets$8.04M invested
- 5. NiSource Inc4% of assets$12.18M invested
- 6. CBRE Group Inc Class A3.06% of assets$9.32M invested
- 7. Victoria's Secret & Co1.67% of assets$5.07M invested
- 8. CRH PLC2.6% of assets$7.9M invested
- 9. Valvoline Inc1.47% of assets$4.46M invested
- 10. Vontier Corp Ordinary Shares3.59% of assets$10.94M 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. Concentra Group Holdings Parent Inc2.5% of assets$7.62M invested
- 2. ACV Auctions Inc Ordinary Shares - Class A2.18% of assets$6.63M invested
- 3. Matador Resources Co1.94% of assets$5.9M invested
- 4. Champion Homes Inc1.74% of assets$5.29M invested
- 5. WillScot Holdings Corp Ordinary Shares - Class A1.35% of assets$4.12M invested
- 6. Evercore Inc Class A2.16% of assets$6.59M invested
- 7. Advanced Drainage Systems Inc1.94% of assets$5.9M invested
- 8. Eagle Materials Inc1.19% of assets$3.63M invested
- 9. Woodward Inc2.54% of assets$7.74M invested
- 10. CCC Intelligent Solutions Holdings Inc1.72% of assets$5.23M invested
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Financial performance
Performance data provided by
Find more financial data on CRMMX at Morningstar.com
Find more financial data on CRMMX 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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