Macquarie Small Cap Growth Fund
Shareclass
Macquarie Small Cap Growth A (WSGAX)
Type
Open-end mutual fund
Manager
Gender equality score
37
/ 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: 2,511 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
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.
Macquarie Small Cap Growth Fund WSGAX
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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. Workiva Inc Class A1% of assets$11.47M invested
- 2. Halozyme Therapeutics Inc0.79% of assets$9.1M invested
- 3. Parsons Corp1.03% of assets$11.87M invested
- 4. CyberArk Software Ltd2.58% of assets$29.58M invested
- 5. Western Alliance Bancorp2.35% of assets$26.96M invested
- 6. Victoria's Secret & Co0.36% of assets$4.14M invested
- 7. Gulfport Energy Corp Ordinary Shares (New)0.93% of assets$10.61M invested
- 8. Palomar Holdings Inc2.53% of assets$28.98M invested
- 9. ATI Inc1.72% of assets$19.71M invested
- 10. Catalyst Pharmaceuticals Inc1.27% of assets$14.53M 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. Construction Partners Inc Class A2.02% of assets$23.19M invested
- 2. Red Rock Resorts Inc Class A0.28% of assets$3.26M invested
- 3. FTAI Aviation Ltd1.23% of assets$14.15M invested
- 4. ACV Auctions Inc Ordinary Shares - Class A1.67% of assets$19.18M invested
- 5. ADMA Biologics Inc1.28% of assets$14.71M invested
- 6. Viking Therapeutics Inc0.17% of assets$2.01M invested
- 7. Vaxcyte Inc Ordinary Shares0.75% of assets$8.62M invested
- 8. Clearwater Analytics Holdings Inc Class A2.21% of assets$25.31M invested
- 9. Houlihan Lokey Inc Class A1.65% of assets$18.94M invested
- 10. Ollie's Bargain Outlet Holdings Inc1.64% of assets$18.79M invested
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Financial performance
Performance data provided by
Find more financial data on WSGAX at Morningstar.com
Find more financial data on WSGAX 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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