Fisher Investments Institutional Group U.S. Small Cap Equity Fund
Shareclass
Fisher IIG US Sm Cap Eq (IUSCX)
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: 2,469 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
14/20
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.
Fisher Investments 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 Inc0.41% of assets$827 invested
- 2. Neurocrine Biosciences Inc0.35% of assets$712 invested
- 3. Halozyme Therapeutics Inc0.88% of assets$1,774 invested
- 4. Dayforce Inc0.74% of assets$1,488 invested
- 5. Dropbox Inc Class A1.05% of assets$2,104 invested
- 6. Cytokinetics Inc0.62% of assets$1,242 invested
- 7. Ovintiv Inc1.41% of assets$2,825 invested
- 8. Murphy Oil Corp0.94% of assets$1,881 invested
- 9. Medpace Holdings Inc1.79% of assets$3,601 invested
- 10. Agios Pharmaceuticals Inc0.67% of assets$1,351 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. Alarm.com Holdings Inc1.07% of assets$2,149 invested
- 2. Nuvalent Inc Class A0.45% of assets$900 invested
- 3. First Merchants Corp1.9% of assets$3,811 invested
- 4. Matador Resources Co1.04% of assets$2,094 invested
- 5. Heico Corp0.79% of assets$1,588 invested
- 6. ACADIA Pharmaceuticals Inc0.41% of assets$823 invested
- 7. Arrowhead Pharmaceuticals Inc0.3% of assets$605 invested
- 8. UFP Industries Inc1.49% of assets$2,996 invested
- 9. SouthState Corp1.41% of assets$2,822 invested
- 10. WillScot Holdings Corp Ordinary Shares - Class A1.86% of assets$3,723 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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