Gender equality score
46
/ 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: 331 out of 1,108 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
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 NV1.46% of assets$208.15M invested
- 2. VF Corp0.14% of assets$20.41M invested
- 3. Expedia Group Inc0.13% of assets$18.2M invested
- 4. Verisk Analytics Inc2.47% of assets$353.49M invested
- 5. Tyler Technologies Inc2.1% of assets$300.6M invested
- 6. ServiceNow Inc0.94% of assets$135.02M invested
- 7. Vistra Corp1.3% of assets$185.22M invested
- 8. Nasdaq Inc0.65% of assets$93.55M invested
- 9. Cloudflare Inc0.2% of assets$29.14M invested
- 10. HubSpot Inc1.7% of assets$243.18M 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 Inc1.62% of assets$231.06M invested
- 2. Constellation Software Inc2.14% of assets$305.65M invested
- 3. ACV Auctions Inc Ordinary Shares - Class A0.54% of assets$76.58M invested
- 4. Carvana Co Class A0.1% of assets$14.56M invested
- 5. Chewy Inc0.1% of assets$14.4M invested
- 6. Roblox Corp Ordinary Shares - Class A1.2% of assets$171.47M invested
- 7. Tempus AI Inc Class A common stock0.08% of assets$11.78M invested
- 8. Wingstop Inc0.39% of assets$56.07M invested
- 9. Vertiv Holdings Co Class A0.32% of assets$45.36M invested
- 10. Coupang Inc Ordinary Shares - Class A1.23% of assets$175.53M 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
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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