Multi-Manager Small Cap Equity Strategies Fund
Shareclass
Multi-Manager Small Cap Eq Strat Inst (CZMSX)
Type
Open-end mutual fund
Manager
Gender equality score
40
/ 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: 2,270 out of 2,538 funds
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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.
Multi-Manager Small Cap Equity Strategies Fund CZMSX
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. Science Applications International Corp0.02% of assets$493,988 invested
- 2. Lyft Inc Class A0.17% of assets$3.34M invested
- 3. WEX Inc0.11% of assets$2.31M invested
- 4. Workiva Inc Class A0.5% of assets$9.97M invested
- 5. Halozyme Therapeutics Inc0.33% of assets$6.61M invested
- 6. Hillenbrand Inc0.09% of assets$1.77M invested
- 7. GitLab Inc Class A0.12% of assets$2.43M invested
- 8. TXNM Energy Inc0.11% of assets$2.14M invested
- 9. NorthWestern Energy Group Inc0.12% of assets$2.42M invested
- 10. ASGN Inc0.11% of assets$2.12M 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. Trustmark Corp0.04% of assets$815,413 invested
- 2. Construction Partners Inc Class A0.93% of assets$18.81M invested
- 3. Core Scientific Inc0.05% of assets$1.04M invested
- 4. FTAI Aviation Ltd0.3% of assets$6.12M invested
- 5. Vicor Corp0.18% of assets$3.53M invested
- 6. RBC Bearings Inc0.89% of assets$17.95M invested
- 7. Ncino Inc Ordinary Shares0.23% of assets$4.61M invested
- 8. Liberty Energy Inc Class A0.08% of assets$1.6M invested
- 9. LGI Homes Inc0.04% of assets$890,698 invested
- 10. Verra Mobility Corp Class A0.28% of assets$5.68M invested
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Financial performance
Performance data provided by
Find more financial data on CZMSX at Morningstar.com
Find more financial data on CZMSX 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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