Cullen Small Cap Value Fund - Cullen Funds
Shareclass
Cullen Small Cap Value Fund Retail Class (CUSRX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
42
/ 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: 487 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
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.
Cullen Small Cap Value Fund - Cullen Funds CUSRX
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. Portland General Electric Co1.26% of assets$120,070 invested
- 2. Crocs Inc1.17% of assets$111,004 invested
- 3. Under Armour Inc0.95% of assets$90,480 invested
- 4. Carter's Inc1.33% of assets$126,249 invested
- 5. Korn Ferry1.21% of assets$115,204 invested
- 6. First Horizon Corp4.7% of assets$447,455 invested
- 7. Cousins Properties Inc3.96% of assets$376,903 invested
- 8. First Interstate BancSystem Inc1.9% of assets$181,477 invested
- 9. Coterra Energy Inc1.63% of assets$155,156 invested
- 10. PennyMac Financial Services Inc2.04% of assets$194,332 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. LendingTree Inc6.6% of assets$628,373 invested
- 2. Great Lakes Dredge & Dock Corp3.46% of assets$329,613 invested
- 3. Malibu Boats Inc2.62% of assets$249,489 invested
- 4. Newmark Group Inc2.39% of assets$228,090 invested
- 5. John B Sanfilippo & Son Inc2.07% of assets$196,974 invested
- 6. Varex Imaging Corp2.02% of assets$192,679 invested
- 7. Select Water Solutions Inc1.97% of assets$187,582 invested
- 8. Viper Energy Inc2.16% of assets$206,168 invested
- 9. Simmons First National Corp3.33% of assets$316,981 invested
- 10. Highwoods Properties Inc2.92% of assets$277,900 invested
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