Kennedy Capital Small Cap Value Fund
Shareclass
Kennedy Capital Small Cap Value Instl (KVALX)
Type
Open-end mutual fund
Manager
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: 787 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
4/30
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.
Kennedy Capital Small Cap Value Fund KVALX
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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 Inc1.04% of assets$345,517 invested
- 2. Essential Properties Realty Trust Inc0.49% of assets$161,720 invested
- 3. H.B. Fuller Co0.99% of assets$328,479 invested
- 4. Idacorp Inc1.23% of assets$411,348 invested
- 5. Acuity Inc0.82% of assets$272,981 invested
- 6. Avista Corp0.87% of assets$290,773 invested
- 7. Progress Software Corp0.97% of assets$323,094 invested
- 8. PotlatchDeltic Corp1.11% of assets$368,812 invested
- 9. WESCO International Inc1.17% of assets$390,772 invested
- 10. YETI Holdings Inc0.77% of assets$255,659 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. Axos Financial Inc0.85% of assets$284,009 invested
- 2. Patrick Industries Inc1.24% of assets$412,078 invested
- 3. ADMA Biologics Inc0.67% of assets$223,091 invested
- 4. IES Holdings Inc1.57% of assets$521,365 invested
- 5. Corcept Therapeutics Inc0.73% of assets$244,495 invested
- 6. UFP Industries Inc0.82% of assets$272,743 invested
- 7. Krystal Biotech Inc0.3% of assets$101,171 invested
- 8. Enerpac Tool Group Corp Class A0.88% of assets$293,046 invested
- 9. Eagle Materials Inc0.87% of assets$291,443 invested
- 10. Green Brick Partners Inc1.17% of assets$390,359 invested
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Financial performance
Performance data provided by
Find more financial data on KVALX at Morningstar.com
Find more financial data on KVALX 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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