Optimum Small-Mid Cap Growth Fund
Shareclass
Optimum Small-Mid Cap Growth A (OASGX)
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: 2,252 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
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.
Optimum Small-Mid Cap Growth Fund OASGX
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. Jones Lang LaSalle Inc1.08% of assets$7.61M invested
- 2. Sprout Social Inc Class A0.19% of assets$1.36M invested
- 3. Affirm Holdings Inc Ordinary Shares - Class A0.46% of assets$3.28M invested
- 4. VF Corp0.62% of assets$4.4M invested
- 5. Neurocrine Biosciences Inc0.36% of assets$2.56M invested
- 6. GitLab Inc Class A0.57% of assets$4.02M invested
- 7. ASGN Inc0.32% of assets$2.29M invested
- 8. On Holding AG0.62% of assets$4.39M invested
- 9. Cytokinetics Inc0.29% of assets$2.07M invested
- 10. Invesco Ltd0.52% of assets$3.69M 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. TKO Group Holdings Inc0.68% of assets$4.83M invested
- 2. SpringWorks Therapeutics Inc Ordinary Shares0.35% of assets$2.48M invested
- 3. Construction Partners Inc Class A0.36% of assets$2.54M invested
- 4. Astera Labs Inc0.32% of assets$2.26M invested
- 5. RBC Bearings Inc0.89% of assets$6.32M invested
- 6. Chewy Inc0.7% of assets$4.92M invested
- 7. Ncino Inc Ordinary Shares0.37% of assets$2.65M invested
- 8. Virtu Financial Inc Class A0.35% of assets$2.46M invested
- 9. Verra Mobility Corp Class A0.54% of assets$3.81M invested
- 10. Matador Resources Co0.82% of assets$5.82M invested
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Financial performance
Performance data provided by
Find more financial data on OASGX at Morningstar.com
Find more financial data on OASGX at Morningstar.comGender Equality and Returns
Enlarge
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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