NORTH SQUARE SELECT SMALL CAP FUND - Exchange Place Advisors Trust
Shareclass
NORTH SQUARE SELECT SMALL CAP FUND Class I (ADVGX)
Type
Open-end mutual fund
Filing
Gender equality score
35
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 1,037 out of 1,040 funds
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Gender balance in leadership and workforce
17/40
Equal compensation and work life balance
2/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 SELECT SMALL CAP FUND - Exchange Place Advisors Trust ADVGX
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. Valvoline Inc2.53% of assets$625,949 invested
- 2. JBT Marel Corp3.7% of assets$915,412 invested
- 3. Webster Financial Corp3.09% of assets$764,906 invested
- 4. Vail Resorts Inc2.02% of assets$500,549 invested
- 5. Performance Food Group Co4.19% of assets$1.04M invested
- 6. Grocery Outlet Holding Corp1.52% of assets$375,492 invested
- 7. HealthEquity Inc2.48% of assets$613,725 invested
- 8. Phinia Inc3.37% of assets$832,931 invested
- 9. Asbury Automotive Group Inc1.72% of assets$425,137 invested
- 10. Jefferies Financial Group Inc2.24% of assets$553,036 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. TriMas Corp4.65% of assets$1.15M invested
- 2. Pursuit Attractions and Hospitality Inc4.59% of assets$1.14M invested
- 3. Nicolet Bankshares Inc4.27% of assets$1.06M invested
- 4. Myers Industries Inc4.09% of assets$1.01M invested
- 5. Bel Fuse Inc3.65% of assets$903,231 invested
- 6. REV Group Inc2.83% of assets$699,914 invested
- 7. Driven Brands Holdings Inc2.58% of assets$637,083 invested
- 8. Emerald Holding Inc2.18% of assets$540,439 invested
- 9. Holley Inc1.6% of assets$395,864 invested
- 10. First Merchants Corp2.65% of assets$656,267 invested
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