Rice Hall James Micro Cap Portfolio
Shareclass
Rice Hall James Micro Cap Instl (RHJSX)
Type
Open-end mutual fund
Manager
Gender equality score
31
/ 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: 2,107 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
15/40
Equal compensation and work life balance
2/30
Policies promoting gender equality
14/20
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.
Rice Hall James Micro Cap Portfolio RHJSX
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. Huron Consulting Group Inc1.98% of assets$330,234 invested
- 2. Axcelis Technologies Inc0.49% of assets$82,234 invested
- 3. Omnicell Inc0.62% of assets$102,900 invested
- 4. Grocery Outlet Holding Corp0.88% of assets$146,556 invested
- 5. Petco Health and Wellness Co Inc Ordinary Shares - Class A0.79% of assets$132,444 invested
- 6. CBIZ Inc1.5% of assets$249,623 invested
- 7. LeMaitre Vascular Inc2.48% of assets$413,091 invested
- 8. Federal Agricultural Mortgage Corp Class C2.18% of assets$363,109 invested
- 9. Alamo Group Inc1.95% of assets$325,605 invested
- 10. Green Brick Partners Inc1.9% of assets$317,544 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. Construction Partners Inc Class A2.24% of assets$373,999 invested
- 2. ADMA Biologics Inc1.96% of assets$327,653 invested
- 3. UFP Technologies Inc2.29% of assets$381,378 invested
- 4. Sterling Infrastructure Inc1.66% of assets$276,415 invested
- 5. Green Brick Partners Inc1.9% of assets$317,544 invested
- 6. Alamo Group Inc1.95% of assets$325,605 invested
- 7. Federal Agricultural Mortgage Corp Class C2.18% of assets$363,109 invested
- 8. LeMaitre Vascular Inc2.48% of assets$413,091 invested
- 9. CBIZ Inc1.5% of assets$249,623 invested
- 10. Petco Health and Wellness Co Inc Ordinary Shares - Class A0.79% of assets$132,444 invested
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Financial performance
Performance data provided by
Find more financial data on RHJSX at Morningstar.com
Find more financial data on RHJSX 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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