FI Institutional Group U.S. Small Cap Equity Fund
Shareclass
FI Instl Group U.S. Small Cap Eq (IUSCX)
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: 1,003 out of 1,106 funds
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Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
14/20
Commitment, transparency, and accountability
0/10
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Sustainability report card
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FI Institutional Group U.S. Small Cap Equity Fund IUSCX
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. Charles River Laboratories International Inc0.34% of assets$593 invested
- 2. Neurocrine Biosciences Inc0.37% of assets$646 invested
- 3. Dayforce Inc0.79% of assets$1,389 invested
- 4. Cytokinetics Inc0.66% of assets$1,157 invested
- 5. Ovintiv Inc1.24% of assets$2,183 invested
- 6. Halozyme Therapeutics Inc1.05% of assets$1,843 invested
- 7. Murphy Oil Corp0.83% of assets$1,458 invested
- 8. Medpace Holdings Inc1.23% of assets$2,159 invested
- 9. Agios Pharmaceuticals Inc0.74% of assets$1,306 invested
- 10. Alkermes PLC0.47% of assets$834 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. Nuvalent Inc Class A0.52% of assets$921 invested
- 2. First Merchants Corp1.76% of assets$3,101 invested
- 3. Matador Resources Co0.9% of assets$1,582 invested
- 4. Heico Corp0.86% of assets$1,505 invested
- 5. ACADIA Pharmaceuticals Inc0.35% of assets$613 invested
- 6. Alarm.com Holdings Inc1.13% of assets$1,983 invested
- 7. Arrowhead Pharmaceuticals Inc0.25% of assets$444 invested
- 8. UFP Industries Inc1.57% of assets$2,768 invested
- 9. SouthState Corp1.48% of assets$2,603 invested
- 10. WillScot Holdings Corp Ordinary Shares - Class A1.61% of assets$2,839 invested
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Financial performance
Performance data provided by
Find more financial data on IUSCX at Morningstar.com
Find more financial data on IUSCX 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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