Optimum Small-Mid Cap Growth Fund - Optimum Fund Trust
Shareclass
Optimum Small-Mid Cap Growth Fund OPTIMUM SMALL-MID CAP GROWTH FUND INSTITUTIONAL CLASS (OISGX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
38
/ 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: 811 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
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.
Optimum Small-Mid Cap Growth Fund - Optimum Fund Trust OISGX
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. Biogen Inc0.44% of assets$3.23M invested
- 2. Charles River Laboratories International Inc1.23% of assets$9.12M invested
- 3. Neurocrine Biosciences Inc0.31% of assets$2.31M invested
- 4. On Holding AG0.48% of assets$3.59M invested
- 5. First Solar Inc1.1% of assets$8.16M invested
- 6. Tapestry Inc0.56% of assets$4.14M invested
- 7. nVent Electric PLC0.67% of assets$4.97M invested
- 8. Cytokinetics Inc0.26% of assets$1.9M invested
- 9. Sunrun Inc0.26% of assets$1.93M invested
- 10. Planet Fitness Inc0.7% of assets$5.17M 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. Embraer SA0.54% of assets$4M invested
- 2. Evolent Health Inc0.11% of assets$828,228 invested
- 3. TKO Group Holdings Inc1.15% of assets$8.51M invested
- 4. Construction Partners Inc0.45% of assets$3.32M invested
- 5. Astera Labs Inc0.39% of assets$2.92M invested
- 6. FTAI Aviation Ltd1.78% of assets$13.24M invested
- 7. RBC Bearings Inc1.61% of assets$11.96M invested
- 8. Virtu Financial Inc0.23% of assets$1.7M invested
- 9. IonQ Inc0.45% of assets$3.35M invested
- 10. Bridgebio Pharma Inc0.62% of assets$4.6M invested
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