Dana Epiphany Small Cap Equity Fund
Shareclass
Dana Epiphany Small Cap Eq Instl (DSCIX)
Type
Open-end mutual fund
Manager
Gender equality score
38
/ 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: 2,447 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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
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. Cytokinetics Inc1.07% of assets$306,820 invested
- 2. Primerica Inc2.13% of assets$612,770 invested
- 3. Alkermes PLC1.04% of assets$299,804 invested
- 4. FTI Consulting Inc1.87% of assets$538,531 invested
- 5. American Eagle Outfitters Inc1.11% of assets$320,260 invested
- 6. e.l.f. Beauty Inc1.38% of assets$398,107 invested
- 7. Synovus Financial Corp2.12% of assets$610,420 invested
- 8. Axis Capital Holdings Ltd2.18% of assets$625,748 invested
- 9. Verint Systems Inc1.52% of assets$435,714 invested
- 10. Semtech Corp1.33% of assets$382,817 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 Inc1.28% of assets$369,114 invested
- 2. Madrigal Pharmaceuticals Inc1.38% of assets$397,238 invested
- 3. Weatherford International PLC Ordinary Shares - New1.28% of assets$367,683 invested
- 4. SouthState Corp2% of assets$574,661 invested
- 5. Stag Industrial Inc1.94% of assets$557,978 invested
- 6. Eagle Materials Inc1.31% of assets$377,318 invested
- 7. Evercore Inc Class A2.11% of assets$606,193 invested
- 8. Boot Barn Holdings Inc1.63% of assets$468,295 invested
- 9. Cactus Inc Class A1.42% of assets$407,500 invested
- 10. Advanced Drainage Systems Inc1.99% of assets$571,876 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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