Smead International Value Fund - Smead Funds Trust
Shareclass
Smead International Value Fund Class C (SVXCX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 642 out of 1,040 funds
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Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
Smead International Value Fund - Smead Funds Trust SVXCX
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. NatWest Group PLC3.5% of assets$6.91M invested
- 2. Burberry Group PLC3.13% of assets$6.17M invested
- 3. UniCredit SpA6.13% of assets$12.1M invested
- 4. Bankinter SA5.17% of assets$10.2M invested
- 5. Generali3.29% of assets$6.49M invested
- 6. Barclays PLC4.9% of assets$9.67M invested
- 7. BAWAG Group AG9.27% of assets$18.29M invested
- 8. Occidental Petroleum Corp0.82% of assets$1.62M invested
- 9. Glencore PLC4.18% of assets$8.24M invested
- 10. Whitehaven Coal Ltd1.16% of assets$2.29M 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. Strathcona Resources Ltd8.42% of assets$16.63M invested
- 2. Tamarack Valley Energy Ltd4.42% of assets$8.72M invested
- 3. Subaru Corp3.13% of assets$6.18M invested
- 4. Imperial Oil Ltd2.93% of assets$5.79M invested
- 5. Frontline PLC4.16% of assets$8.22M invested
- 6. West Fraser Timber Co Ltd1.01% of assets$1.99M invested
- 7. Alimentation Couche-Tard Inc0.77% of assets$1.53M invested
- 8. Universal Music Group NV0.93% of assets$1.85M invested
- 9. Cenovus Energy Inc14% of assets$26.73M invested
- 10. Next PLC3.02% of assets$5.95M invested
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