Cullen Small Cap Value Fund
Shareclass
Cullen Small Cap Value C (CUSCX)
Type
Open-end mutual fund
Manager
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. Equity Fund
Ranking: 2,073 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
4/30
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 CUSCX
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 Co2.2% of assets$220,993 invested
- 2. Crocs Inc3.17% of assets$318,069 invested
- 3. Under Armour Inc Class C1.49% of assets$150,095 invested
- 4. Korn Ferry3.23% of assets$324,431 invested
- 5. First Horizon Corp5.63% of assets$565,608 invested
- 6. Marriott Vacations Worldwide Corp3.12% of assets$313,812 invested
- 7. Carter's Inc0.64% of assets$64,458 invested
- 8. Cousins Properties Inc5.7% of assets$572,448 invested
- 9. Huntsman Corp1.28% of assets$128,688 invested
- 10. PennyMac Financial Services Inc Class A3.42% of assets$343,678 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. Viper Energy Inc Ordinary Shares - Class A2.71% of assets$272,254 invested
- 2. SouthState Corp3.13% of assets$314,010 invested
- 3. Simmons First National Corp Class A3.43% of assets$345,068 invested
- 4. Highwoods Properties Inc3.96% of assets$397,621 invested
- 5. Enterprise Financial Services Corp3.99% of assets$400,470 invested
- 6. Wesbanco Inc4.59% of assets$461,304 invested
- 7. Civitas Resources Inc Ordinary Shares0.95% of assets$95,075 invested
- 8. M/I Homes Inc2.76% of assets$277,457 invested
- 9. Ameris Bancorp3.94% of assets$395,909 invested
- 10. First Interstate BancSystem Inc1.87% of assets$188,202 invested
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Financial performance
Performance data provided by
Find more financial data on CUSCX at Morningstar.com
Find more financial data on CUSCX 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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