Dana Epiphany Small Cap Equity Fund
Shareclass
Dana Epiphany Small Cap Eq Instl (DSCIX)
Type
Open-end mutual fund
Manager
Gender equality score
37
/ 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: 985 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
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.
Dana Epiphany Small Cap Equity Fund DSCIX
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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. Cytokinetics Inc0.75% of assets$220,377 invested
- 2. FTI Consulting Inc1.66% of assets$486,115 invested
- 3. Primerica Inc1.84% of assets$538,035 invested
- 4. Alkermes PLC0.79% of assets$230,082 invested
- 5. Axis Capital Holdings Ltd2.03% of assets$594,162 invested
- 6. e.l.f. Beauty Inc2.11% of assets$615,107 invested
- 7. Synovus Financial Corp2.08% of assets$608,890 invested
- 8. Verint Systems Inc1.9% of assets$554,556 invested
- 9. Denali Therapeutics Inc0.75% of assets$219,783 invested
- 10. Insmed Inc1.75% of assets$510,748 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. TG Therapeutics Inc1.06% of assets$310,378 invested
- 2. Agilysys Inc2.08% of assets$608,968 invested
- 3. Viking Therapeutics Inc0.78% of assets$228,774 invested
- 4. Madrigal Pharmaceuticals Inc1.04% of assets$302,640 invested
- 5. Weatherford International PLC Ordinary Shares - New1.25% of assets$366,559 invested
- 6. SouthState Corp1.8% of assets$524,663 invested
- 7. Eagle Materials Inc1.15% of assets$337,119 invested
- 8. Evercore Inc Class A2.32% of assets$676,940 invested
- 9. Chesapeake Utilities Corp1.43% of assets$417,644 invested
- 10. Boot Barn Holdings Inc1.7% of assets$497,040 invested
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Financial performance
Performance data provided by
Find more financial data on DSCIX at Morningstar.com
Find more financial data on DSCIX 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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