Gender equality score
45
/ 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: 399 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
5/30
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.
MFS Mid Cap Growth Fund OTCKX
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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. Wolters Kluwer NV0.25% of assets$38.51M invested
- 2. VF Corp0.09% of assets$13.7M invested
- 3. Expedia Group Inc0.13% of assets$19.56M invested
- 4. Verisk Analytics Inc2.18% of assets$340.49M invested
- 5. Tyler Technologies Inc2.1% of assets$328.01M invested
- 6. ServiceNow Inc0.63% of assets$97.97M invested
- 7. Vistra Corp2.2% of assets$342.68M invested
- 8. Nasdaq Inc1.39% of assets$216.31M invested
- 9. Cloudflare Inc0.62% of assets$96.59M invested
- 10. HubSpot Inc1.15% of assets$179.04M 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. TKO Group Holdings Inc1.65% of assets$258.07M invested
- 2. Astera Labs Inc0.44% of assets$69.19M invested
- 3. Constellation Software Inc1.99% of assets$310.98M invested
- 4. ACV Auctions Inc Ordinary Shares - Class A0.54% of assets$84.56M invested
- 5. Carvana Co Class A0.89% of assets$139.35M invested
- 6. Chewy Inc0.32% of assets$49.41M invested
- 7. Roblox Corp Ordinary Shares - Class A2.06% of assets$321.83M invested
- 8. Tempus AI Inc Class A common stock0.09% of assets$14.48M invested
- 9. Wingstop Inc0.81% of assets$126.84M invested
- 10. Vertiv Holdings Co Class A0.44% of assets$68.22M invested
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Financial performance
Performance data provided by
Find more financial data on OTCKX at Morningstar.com
Find more financial data on OTCKX 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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