DF DENT SMALL CAP GROWTH FUND - Forum Funds
Shareclass
DF DENT SMALL CAP GROWTH FUND Institutional Shares (DFSGX)
Type
Open-end mutual fund
Manager
Filing
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: 927 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
19/40
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.
DF DENT SMALL CAP GROWTH FUND - Forum Funds DFSGX
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. Novanta Inc3.34% of assets$4.99M invested
- 2. Morningstar Inc0.96% of assets$1.43M invested
- 3. Medpace Holdings Inc3.67% of assets$5.49M invested
- 4. Badger Meter Inc2.33% of assets$3.48M invested
- 5. MarketAxess Holdings Inc0.73% of assets$1.09M invested
- 6. Warby Parker Inc1.2% of assets$1.8M invested
- 7. Murphy USA Inc1.21% of assets$1.8M invested
- 8. Bio-Techne Corp2.67% of assets$3.99M invested
- 9. Repligen Corp2.97% of assets$4.45M invested
- 10. Ensign Group Inc/The1.38% of assets$2.06M 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. Perimeter Solutions Inc6.59% of assets$9.86M invested
- 2. VSE Corp1.53% of assets$2.28M invested
- 3. PDF Solutions Inc1.24% of assets$1.85M invested
- 4. Douglas Dynamics Inc1.1% of assets$1.64M invested
- 5. RBC Bearings Inc4.05% of assets$6.06M invested
- 6. Agilysys Inc1.42% of assets$2.12M invested
- 7. HEICO Corp3.26% of assets$4.88M invested
- 8. Alarm.com Holdings Inc1.39% of assets$2.09M invested
- 9. Exponent Inc0.8% of assets$1.19M invested
- 10. Wingstop Inc0.48% of assets$711,467 invested
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