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. Small/Mid Cap Equity
Ranking: 711 out of 1,105 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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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.
Paradigm Value Fund PVFAX
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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. Ziff Davis Inc0.59% of assets$275,112 invested
- 2. Banner Corp0.86% of assets$402,180 invested
- 3. TD Synnex Corp3.41% of assets$1.6M invested
- 4. American Eagle Outfitters Inc1.86% of assets$874,744 invested
- 5. Mid-America Apartment Communities Inc3.24% of assets$1.52M invested
- 6. Integra Lifesciences Holdings Corp2.58% of assets$1.21M invested
- 7. Extreme Networks Inc1.82% of assets$855,200 invested
- 8. Concentrix Corp Ordinary Shares0.66% of assets$311,284 invested
- 9. Revvity Inc2.4% of assets$1.13M invested
- 10. Ensign Group Inc2.19% of assets$1.03M 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. RadNet Inc4.23% of assets$1.99M invested
- 2. First Merchants Corp2.83% of assets$1.33M invested
- 3. Renasant Corp1.83% of assets$860,860 invested
- 4. GATX Corp2.08% of assets$976,198 invested
- 5. Primoris Services Corp1.26% of assets$592,750 invested
- 6. Kulicke & Soffa Industries Inc3.56% of assets$1.67M invested
- 7. Onto Innovation Inc0.9% of assets$424,000 invested
- 8. Kadant Inc2.2% of assets$1.03M invested
- 9. Qorvo Inc2.26% of assets$1.06M invested
- 10. Fabrinet2.12% of assets$993,870 invested
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Financial performance
Performance data provided by
Find more financial data on PVFAX at Morningstar.com
Find more financial data on PVFAX at Morningstar.comGender Equality and Returns
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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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