Gender equality score
39
/ 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: 799 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
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.
RMB Small Cap Fund RMBBX
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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. Tyler Technologies Inc3.29% of assets$4.09M invested
- 2. Essential Properties Realty Trust Inc2.64% of assets$3.28M invested
- 3. AptarGroup Inc2.36% of assets$2.94M invested
- 4. Badger Meter Inc2.74% of assets$3.41M invested
- 5. West Pharmaceutical Services Inc2.04% of assets$2.53M invested
- 6. PotlatchDeltic Corp1.6% of assets$1.99M invested
- 7. AAON Inc1.16% of assets$1.44M invested
- 8. Monolithic Power Systems Inc3.5% of assets$4.35M invested
- 9. Merit Medical Systems Inc1.49% of assets$1.85M invested
- 10. Trex Co Inc1.75% of assets$2.18M 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 Inc2.5% of assets$3.11M invested
- 2. Matador Resources Co2.11% of assets$2.62M invested
- 3. Seacoast Banking Corp of Florida2.59% of assets$3.22M invested
- 4. Viking Therapeutics Inc0.56% of assets$697,904 invested
- 5. CRISPR Therapeutics AG1.01% of assets$1.26M invested
- 6. Clearwater Analytics Holdings Inc Class A0.89% of assets$1.11M invested
- 7. Eagle Materials Inc3.15% of assets$3.92M invested
- 8. Chesapeake Utilities Corp0.85% of assets$1.06M invested
- 9. Curtiss-Wright Corp4.99% of assets$6.21M invested
- 10. Visteon Corp1.64% of assets$2.04M invested
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Financial performance
Performance data provided by
Find more financial data on RMBBX at Morningstar.com
Find more financial data on RMBBX 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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