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. Small/Mid Cap Equity
Ranking: 976 out of 1,108 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$206,903 invested
- 2. FTI Consulting Inc1.8% of assets$494,122 invested
- 3. Primerica Inc1.94% of assets$532,000 invested
- 4. Alkermes PLC0.9% of assets$246,166 invested
- 5. Axis Capital Holdings Ltd2.17% of assets$594,047 invested
- 6. e.l.f. Beauty Inc2.54% of assets$696,201 invested
- 7. Synovus Financial Corp2.05% of assets$562,768 invested
- 8. Verint Systems Inc1.39% of assets$380,197 invested
- 9. Denali Therapeutics Inc0.76% of assets$207,500 invested
- 10. Insmed Inc1.29% of assets$353,880 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 Inc1.1% of assets$302,789 invested
- 2. Agilysys Inc2.05% of assets$562,594 invested
- 3. Madrigal Pharmaceuticals Inc1% of assets$275,260 invested
- 4. Weatherford International PLC Ordinary Shares - New1.16% of assets$317,670 invested
- 5. SouthState Corp1.83% of assets$500,548 invested
- 6. Eagle Materials Inc1.23% of assets$337,286 invested
- 7. Evercore Inc Class A2.12% of assets$580,345 invested
- 8. Chesapeake Utilities Corp1.55% of assets$424,488 invested
- 9. Boot Barn Holdings Inc1.91% of assets$524,214 invested
- 10. Kontoor Brands Inc1.77% of assets$486,305 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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