Sit Small Cap Dividend Growth Fund
Shareclass
Sit Small Cap Dividend Growth I (SSCDX)
Type
Open-end mutual fund
Manager
Gender equality score
42
/ 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: 2,092 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
4/30
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.
Sit Small Cap Dividend Growth Fund SSCDX
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. Globant SA0.88% of assets$309,015 invested
- 2. Booz Allen Hamilton Holding Corp Class A0.81% of assets$282,366 invested
- 3. Crocs Inc0.52% of assets$180,540 invested
- 4. Essential Properties Realty Trust Inc0.94% of assets$328,032 invested
- 5. CNO Financial Group Inc1.67% of assets$583,100 invested
- 6. KBR Inc1.53% of assets$536,703 invested
- 7. The AZEK Co Inc Class A0.8% of assets$278,673 invested
- 8. Broadstone Net Lease Inc Ordinary Shares0.92% of assets$320,352 invested
- 9. Intellia Therapeutics Inc0.32% of assets$111,449 invested
- 10. HA Sustainable Infrastructure Capital Inc0.4% of assets$141,083 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. Supernus Pharmaceuticals Inc0.52% of assets$183,400 invested
- 2. Ncino Inc Ordinary Shares0.47% of assets$165,781 invested
- 3. Silgan Holdings Inc1.67% of assets$582,768 invested
- 4. TFI International Inc0.77% of assets$269,139 invested
- 5. CSW Industrials Inc1% of assets$349,824 invested
- 6. Eagle Materials Inc1.32% of assets$460,505 invested
- 7. Provident Financial Services Inc0.98% of assets$342,971 invested
- 8. Vericel Corp1.13% of assets$394,887 invested
- 9. Evercore Inc Class A1.32% of assets$462,352 invested
- 10. Boot Barn Holdings Inc0.56% of assets$194,448 invested
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Financial performance
Performance data provided by
Find more financial data on SSCDX at Morningstar.com
Find more financial data on SSCDX 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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