Papp Small & Mid-Cap Growth Fund
Shareclass
Papp Small & Mid-Cap Growth (PAPPX)
Type
Open-end mutual fund
Manager
Gender equality score
46
/ 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: 1,743 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
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.
Papp Small & Mid-Cap Growth Fund PAPPX
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. Clorox Co1.23% of assets$555,380 invested
- 2. Ecolab Inc5.56% of assets$2.5M invested
- 3. Ansys Inc5.31% of assets$2.39M invested
- 4. FactSet Research Systems Inc5.37% of assets$2.42M invested
- 5. McCormick & Co Inc Registered Shs Non Vtg2.98% of assets$1.34M invested
- 6. Dynatrace Inc Ordinary Shares1.28% of assets$577,500 invested
- 7. IDEX Corp5.48% of assets$2.47M invested
- 8. Valvoline Inc1.22% of assets$547,372 invested
- 9. T. Rowe Price Group Inc2.91% of assets$1.31M invested
- 10. ResMed Inc2.78% of assets$1.25M 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. RBC Bearings Inc6.47% of assets$2.91M invested
- 2. Permian Resources Corp Class A1.3% of assets$586,000 invested
- 3. O'Reilly Automotive Inc7.39% of assets$3.33M invested
- 4. Expeditors International of Washington Inc5.58% of assets$2.51M invested
- 5. Valmont Industries Inc1.84% of assets$829,400 invested
- 6. Pegasystems Inc4.12% of assets$1.86M invested
- 7. Informatica Inc2.21% of assets$996,384 invested
- 8. Silicon Laboratories Inc2.14% of assets$962,689 invested
- 9. Pool Corp1.15% of assets$516,375 invested
- 10. AMETEK Inc6.52% of assets$2.93M invested
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Financial performance
Performance data provided by
Find more financial data on PAPPX at Morningstar.com
Find more financial data on PAPPX 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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