Geneva SMID Cap Growth Fund
Shareclass
Geneva SMID Cap Growth Institutional (GCSVX)
Type
Open-end mutual fund
Manager
Gender equality score
41
/ 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: 2,191 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
16/20
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.
Geneva SMID Cap Growth Fund GCSVX
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. Keysight Technologies Inc3.29% of assets$1.34M invested
- 2. Tyler Technologies Inc4.36% of assets$1.77M invested
- 3. Novanta Inc2.29% of assets$931,482 invested
- 4. MarketAxess Holdings Inc1.06% of assets$433,392 invested
- 5. Axon Enterprise Inc4.95% of assets$2.01M invested
- 6. Watsco Inc Ordinary Shares3.67% of assets$1.5M invested
- 7. Church & Dwight Co Inc3.09% of assets$1.26M invested
- 8. Certara Inc Ordinary Shares1.51% of assets$616,659 invested
- 9. AAON Inc2.79% of assets$1.13M invested
- 10. Balchem Corp3.36% of assets$1.37M 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. RBC Bearings Inc4.35% of assets$1.77M invested
- 2. Alarm.com Holdings Inc1.35% of assets$548,195 invested
- 3. Kinsale Capital Group Inc2.77% of assets$1.13M invested
- 4. Rollins Inc3.54% of assets$1.44M invested
- 5. Globus Medical Inc Class A2.64% of assets$1.08M invested
- 6. Ollie's Bargain Outlet Holdings Inc2.43% of assets$988,417 invested
- 7. Ryan Specialty Holdings Inc Class A3.46% of assets$1.41M invested
- 8. J&J Snack Foods Corp1.38% of assets$563,615 invested
- 9. Exponent Inc3.8% of assets$1.55M invested
- 10. Advanced Drainage Systems Inc2.22% of assets$905,601 invested
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Financial performance
Performance data provided by
Find more financial data on GCSVX at Morningstar.com
Find more financial data on GCSVX 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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