Kennedy Capital ESG SMID Cap Fund
Shareclass
Kennedy Capital ESG SMID Cap I (KESGX)
Type
Open-end mutual fund
Manager
Gender equality score
43
/ 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: 1,943 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
17/20
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.
Kennedy Capital ESG SMID Cap Fund KESGX
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. Jones Lang LaSalle Inc0.79% of assets$511,090 invested
- 2. Charles River Laboratories International Inc0.47% of assets$304,405 invested
- 3. Neurocrine Biosciences Inc0.48% of assets$306,579 invested
- 4. Hologic Inc0.67% of assets$432,540 invested
- 5. FactSet Research Systems Inc1.03% of assets$662,306 invested
- 6. Assurant Inc0.81% of assets$520,470 invested
- 7. Voya Financial Inc1.19% of assets$769,932 invested
- 8. Brunswick Corp0.73% of assets$468,283 invested
- 9. IDEX Corp1.07% of assets$691,494 invested
- 10. Blackbaud Inc0.76% of assets$488,685 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. Chemed Corp1.13% of assets$729,005 invested
- 2. Globus Medical Inc Class A1.54% of assets$994,422 invested
- 3. Reliance Inc1.3% of assets$838,476 invested
- 4. SouthState Corp1.22% of assets$788,976 invested
- 5. Woodward Inc0.6% of assets$384,264 invested
- 6. OSI Systems Inc1.13% of assets$726,311 invested
- 7. Boot Barn Holdings Inc1.05% of assets$678,180 invested
- 8. Brown & Brown Inc0.96% of assets$619,567 invested
- 9. Axsome Therapeutics Inc0.47% of assets$300,789 invested
- 10. Wintrust Financial Corp1.38% of assets$891,178 invested
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Financial performance
Performance data provided by
Find more financial data on KESGX at Morningstar.com
Find more financial data on KESGX 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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