Gender equality score
39
/ 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: 887 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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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.
James Small Cap Fund JASCX
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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. Hillenbrand Inc0.64% of assets$317,103 invested
- 2. Portland General Electric Co0.94% of assets$466,293 invested
- 3. Sabra Health Care REIT Inc0.69% of assets$343,582 invested
- 4. Insight Enterprises Inc1.09% of assets$540,714 invested
- 5. Idacorp Inc0.98% of assets$486,148 invested
- 6. Halozyme Therapeutics Inc1.36% of assets$676,067 invested
- 7. EPR Properties0.62% of assets$308,295 invested
- 8. Graphic Packaging Holding Co0.79% of assets$394,306 invested
- 9. Murphy Oil Corp0.53% of assets$263,694 invested
- 10. FTI Consulting Inc1.85% of assets$920,489 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. Supernus Pharmaceuticals Inc1.16% of assets$574,140 invested
- 2. Axos Financial Inc0.8% of assets$395,637 invested
- 3. Matador Resources Co1.15% of assets$571,237 invested
- 4. Patrick Industries Inc1.58% of assets$785,140 invested
- 5. Enova International Inc3.47% of assets$1.72M invested
- 6. Houlihan Lokey Inc Class A2.05% of assets$1.02M invested
- 7. Corcept Therapeutics Inc3.32% of assets$1.65M invested
- 8. Coca-Cola Consolidated Inc3.01% of assets$1.5M invested
- 9. SouthState Corp1.05% of assets$521,648 invested
- 10. Warrior Met Coal Inc1.32% of assets$657,820 invested
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Financial performance
Performance data provided by
Find more financial data on JASCX at Morningstar.com
Find more financial data on JASCX at Morningstar.comGender Equality and Returns
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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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