RBC Enterprise Fund
Shareclass
RBC Enterprise A (TETAX)
Type
Open-end mutual fund
Manager
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Not ranked due to low data coverage
% Equileap coverage
31%
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
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.
RBC Enterprise Fund TETAX
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. Novanta Inc2.14% of assets$1.42M invested
- 2. Eastern Bankshares Inc Ordinary Shares1.03% of assets$681,237 invested
- 3. Stewart Information Services Corp1.25% of assets$827,427 invested
- 4. Crane NXT Co1.66% of assets$1.1M invested
- 5. Steven Madden Ltd1.03% of assets$682,021 invested
- 6. Maravai LifeSciences Holdings Inc Ordinary Shares - Class A0.7% of assets$464,722 invested
- 7. Materion Corp1.44% of assets$959,136 invested
- 8. Greenbrier Companies Inc1.37% of assets$907,897 invested
- 9. Casella Waste Systems Inc Class A1.85% of assets$1.23M invested
- 10. Group 1 Automotive Inc1.9% of assets$1.26M 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. Matador Resources Co0.87% of assets$575,540 invested
- 2. UFP Technologies Inc1.59% of assets$1.05M invested
- 3. Cactus Inc Class A1.48% of assets$982,782 invested
- 4. Standex International Corp1.09% of assets$721,781 invested
- 5. Stock Yards Bancorp Inc2.59% of assets$1.72M invested
- 6. Onto Innovation Inc2.13% of assets$1.42M invested
- 7. Lantheus Holdings Inc2.86% of assets$1.9M invested
- 8. Magnolia Oil & Gas Corp Class A0.82% of assets$544,754 invested
- 9. CBIZ Inc2.06% of assets$1.37M invested
- 10. Banc of California Inc0.98% of assets$650,402 invested
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Financial performance
Performance data provided by
Find more financial data on TETAX at Morningstar.com
Find more financial data on TETAX 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.
Benchmarking tool
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