Homestead Small Company Stock Fund
Shareclass
Homestead Small Company Stock (HSCSX)
Type
Open-end mutual fund
Manager
Gender equality score
36
/ 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: 2,506 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
18/40
Equal compensation and work life balance
3/30
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.
Homestead Small Company Stock Fund HSCSX
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. Cushman & Wakefield PLC1% of assets$2.39M invested
- 2. Medpace Holdings Inc1.71% of assets$4.07M invested
- 3. Gildan Activewear Inc2.02% of assets$4.83M invested
- 4. YETI Holdings Inc1.33% of assets$3.18M invested
- 5. Diodes Inc1.54% of assets$3.67M invested
- 6. Staar Surgical Co0.63% of assets$1.49M invested
- 7. JBT Marel Corp1.84% of assets$4.4M invested
- 8. Q2 Holdings Inc2.28% of assets$5.44M invested
- 9. Kontoor Brands Inc0.82% of assets$1.95M invested
- 10. Enovis Corp1.24% of assets$2.95M 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. Verra Mobility Corp Class A0.52% of assets$1.25M invested
- 2. Matador Resources Co1.15% of assets$2.74M invested
- 3. Kinsale Capital Group Inc2.77% of assets$6.62M invested
- 4. Globus Medical Inc Class A2.3% of assets$5.48M invested
- 5. FB Financial Corp2.98% of assets$7.12M invested
- 6. Werner Enterprises Inc1.1% of assets$2.63M invested
- 7. ESAB Corp2.87% of assets$6.86M invested
- 8. Permian Resources Corp Class A1.19% of assets$2.84M invested
- 9. Glacier Bancorp Inc2.19% of assets$5.23M invested
- 10. Openlane Inc1.27% of assets$3.03M invested
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Financial performance
Performance data provided by
Find more financial data on HSCSX at Morningstar.com
Find more financial data on HSCSX 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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