Kennedy Capital Small Cap Growth Fund - INVESTMENT MANAGERS SERIES TRUST II
Shareclass
Kennedy Capital Small Cap Growth Fund Institutional Class Shares (KGROX)
Type
Open-end mutual fund
Filing
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. Small/Mid Cap Equity
Ranking: 1,001 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
18/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Small Cap Growth Fund - INVESTMENT MANAGERS SERIES TRUST II KGROX
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. Halozyme Therapeutics Inc0.43% of assets$2,490 invested
- 2. Planet Fitness Inc2.32% of assets$13,450 invested
- 3. Parsons Corp1.12% of assets$6,489 invested
- 4. JFrog Ltd3% of assets$17,363 invested
- 5. Tetra Tech Inc1.36% of assets$7,881 invested
- 6. AAON Inc1.2% of assets$6,938 invested
- 7. Crane Co1.62% of assets$9,405 invested
- 8. Catalyst Pharmaceuticals Inc0.64% of assets$3,711 invested
- 9. Axsome Therapeutics Inc0.98% of assets$5,661 invested
- 10. SiTime Corp1.89% of assets$10,948 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. Adaptive Biotechnologies Corp1.82% of assets$10,523 invested
- 2. Ducommun Inc1.61% of assets$9,322 invested
- 3. Penguin Solutions Inc1.37% of assets$7,941 invested
- 4. Leonardo DRS Inc1.28% of assets$7,431 invested
- 5. AtriCure Inc1.09% of assets$6,329 invested
- 6. Willdan Group Inc1.04% of assets$6,012 invested
- 7. Astera Labs Inc1.87% of assets$10,813 invested
- 8. Axos Financial Inc1.73% of assets$9,994 invested
- 9. Intapp Inc1.04% of assets$6,048 invested
- 10. Scholar Rock Holding Corp0.64% of assets$3,700 invested
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