Smead Value Fund - Smead Funds Trust
Shareclass
Smead Value Fund Class I2 Shares (SVFIX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 1,225 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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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 Value Fund - Smead Funds Trust SVFIX
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. Bank of America Corp3.38% of assets$147.49M invested
- 2. JPMorgan Chase & Co3.51% of assets$152.86M invested
- 3. Merck & Co Inc5.92% of assets$258.13M invested
- 4. Amgen Inc5.51% of assets$240.19M invested
- 5. eBay Inc3.35% of assets$146.02M invested
- 6. American Express Co5.58% of assets$243.47M invested
- 7. Target Corp3.09% of assets$134.76M invested
- 8. ConocoPhillips3.39% of assets$147.62M invested
- 9. Fifth Third Bancorp2.81% of assets$122.6M invested
- 10. Crocs Inc1.01% of assets$43.85M 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. U-Haul Holding Co2.36% of assets$103.05M invested
- 2. Lennar Corp4.76% of assets$207.5M invested
- 3. NVR Inc3.7% of assets$161.11M invested
- 4. Ulta Beauty Inc1.54% of assets$67.04M invested
- 5. Credit Acceptance Corp1.73% of assets$75.47M invested
- 6. Simon Property Group Inc6.64% of assets$289.41M invested
- 7. DR Horton Inc5.44% of assets$237.15M invested
- 8. Diamondback Energy Inc3.73% of assets$162.57M invested
- 9. QUALCOMM Inc2.1% of assets$91.4M invested
- 10. Cenovus Energy Inc5.04% of assets$219.85M invested
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