NORTH SQUARE SMALL CAP VALUE FUND - Exchange Place Advisors Trust
Shareclass
NORTH SQUARE SMALL CAP VALUE FUND Investor Class (DRSVX)
Type
Open-end mutual fund
Filing
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 1,021 out of 1,040 funds
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Groups
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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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 SMALL CAP VALUE FUND - Exchange Place Advisors Trust DRSVX
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 Corp0.73% of assets$1.31M invested
- 2. Pathward Financial Inc1.02% of assets$1.83M invested
- 3. Murphy Oil Corp1.91% of assets$3.45M invested
- 4. Lear Corp1.06% of assets$1.9M invested
- 5. Avista Corp1.13% of assets$2.04M invested
- 6. LivaNova PLC1.53% of assets$2.76M invested
- 7. Cousins Properties Inc1.8% of assets$3.25M invested
- 8. Gulfport Energy Corp1.85% of assets$3.33M invested
- 9. Valmont Industries Inc1.4% of assets$2.52M invested
- 10. Gibraltar Industries Inc1.02% of assets$1.84M 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. DNOW Inc2.25% of assets$4.04M invested
- 2. Knowles Corp2.12% of assets$3.81M invested
- 3. Pediatrix Medical Group Inc1.93% of assets$3.48M invested
- 4. Fidelis Insurance Holdings Ltd1.75% of assets$3.16M invested
- 5. Century Aluminum Co1.63% of assets$2.93M invested
- 6. Hawaiian Electric Industries Inc1.6% of assets$2.88M invested
- 7. NexPoint Residential Trust Inc1.36% of assets$2.45M invested
- 8. Northwest Natural Holding Co1.06% of assets$1.91M invested
- 9. Penguin Solutions Inc0.99% of assets$1.77M invested
- 10. A-Mark Precious Metals Inc0.5% of assets$894,833 invested
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