Geneva SMID Cap Growth Fund
Shareclass
Geneva SMID Cap Growth Institutional (GCSVX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 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: 562 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
16/20
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.
Geneva SMID Cap Growth Fund GCSVX
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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. HubSpot Inc1.79% of assets$757,368 invested
- 2. Novanta Inc1.65% of assets$696,944 invested
- 3. Keysight Technologies Inc4.07% of assets$1.72M invested
- 4. Tyler Technologies Inc4.17% of assets$1.77M invested
- 5. Watsco Inc Ordinary Shares2.73% of assets$1.16M invested
- 6. Axon Enterprise Inc4.21% of assets$1.78M invested
- 7. MarketAxess Holdings Inc1% of assets$423,253 invested
- 8. Church & Dwight Co Inc2.53% of assets$1.07M invested
- 9. Balchem Corp3.3% of assets$1.4M invested
- 10. CoStar Group Inc3.33% of assets$1.41M 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 Inc4.91% of assets$2.08M invested
- 2. Ollie's Bargain Outlet Holdings Inc3.13% of assets$1.32M invested
- 3. Exponent Inc3.24% of assets$1.37M invested
- 4. Globus Medical Inc Class A1.96% of assets$828,754 invested
- 5. Rollins Inc4.13% of assets$1.75M invested
- 6. Vertex Inc Class A2.1% of assets$889,961 invested
- 7. Kinsale Capital Group Inc2.84% of assets$1.2M invested
- 8. Ryan Specialty Holdings Inc Class A2.89% of assets$1.22M invested
- 9. Advanced Drainage Systems Inc3.26% of assets$1.38M invested
- 10. EPAM Systems Inc1.32% of assets$558,526 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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