Easterly Snow Capital Small Cap Value Fund
Shareclass
Easterly Snow Small Cap Value C (SNWCX)
Type
Open-end mutual fund
Manager
Gender equality score
44
/ 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: 405 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
17/20
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.
Easterly Snow Capital Small Cap Value Fund SNWCX
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. Lyft Inc Class A2.73% of assets$888,852 invested
- 2. Comerica Inc3.36% of assets$1.09M invested
- 3. CNO Financial Group Inc3.59% of assets$1.17M invested
- 4. FMC Corp2.4% of assets$781,460 invested
- 5. Whirlpool Corp2.02% of assets$657,489 invested
- 6. Brixmor Property Group Inc0.49% of assets$159,520 invested
- 7. American Eagle Outfitters Inc2.13% of assets$692,596 invested
- 8. Carter's Inc0.5% of assets$162,011 invested
- 9. Old National Bancorp3.59% of assets$1.17M invested
- 10. Commercial Metals Co3.52% of assets$1.15M 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. Hudbay Minerals Inc2.53% of assets$823,218 invested
- 2. Visteon Corp1.93% of assets$629,025 invested
- 3. Cleveland-Cliffs Inc4.49% of assets$1.46M invested
- 4. Abercrombie & Fitch Co Class A2.9% of assets$943,445 invested
- 5. Haemonetics Corp0.62% of assets$203,148 invested
- 6. Amkor Technology Inc0.54% of assets$176,676 invested
- 7. Highwoods Properties Inc2.77% of assets$900,824 invested
- 8. Jackson Financial Inc4.08% of assets$1.33M invested
- 9. InMode Ltd0.81% of assets$265,116 invested
- 10. OFG Bancorp0.51% of assets$165,827 invested
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Financial performance
Performance data provided by
Find more financial data on SNWCX at Morningstar.com
Find more financial data on SNWCX at Morningstar.comGender Equality and Returns
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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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