North Square Kennedy MicroCap Fund
Shareclass
North Square Kennedy MicroCap I (NKMCX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Not ranked due to low data coverage
% Equileap coverage
6.18%
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
18/20
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.
North Square Kennedy MicroCap Fund NKMCX
Environment
Social
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Top scoring holdings
The top 9 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. Agios Pharmaceuticals Inc0.15% of assets$17,843 invested
- 2. AtriCure Inc1.27% of assets$152,647 invested
- 3. Materion Corp0.72% of assets$86,520 invested
- 4. Fortrea Holdings Inc0.45% of assets$54,756 invested
- 5. Owens & Minor Inc0.98% of assets$117,604 invested
- 6. Banc of California Inc0.74% of assets$89,003 invested
- 7. AZZ Inc0.42% of assets$51,036 invested
- 8. ICU Medical Inc0.62% of assets$74,947 invested
- 9. Verona Pharma PLC ADR0.84% of assets$100,682 invested
Bottom scoring holdings
The bottom 9 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. Verona Pharma PLC ADR0.84% of assets$100,682 invested
- 2. ICU Medical Inc0.62% of assets$74,947 invested
- 3. AZZ Inc0.42% of assets$51,036 invested
- 4. Banc of California Inc0.74% of assets$89,003 invested
- 5. Owens & Minor Inc0.98% of assets$117,604 invested
- 6. Fortrea Holdings Inc0.45% of assets$54,756 invested
- 7. Materion Corp0.72% of assets$86,520 invested
- 8. AtriCure Inc1.27% of assets$152,647 invested
- 9. Agios Pharmaceuticals Inc0.15% of assets$17,843 invested
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Financial performance
Performance data provided by
Find more financial data on NKMCX at Morningstar.com
Find more financial data on NKMCX at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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