SouthernSun US Equity Fund - ADVISORS INNER CIRCLE III
Shareclass
SouthernSun US Equity Fund Class I Shares (SSEIX)
Type
Open-end mutual fund
Manager
Filing
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: International Equity
Ranking: 1,012 out of 1,040 funds
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Groups
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
3/30
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.
SouthernSun US Equity Fund - ADVISORS INNER CIRCLE III SSEIX
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. Watsco Inc3.64% of assets$1.55M invested
- 2. Louisiana-Pacific Corp4.79% of assets$2.04M invested
- 3. Broadridge Financial Solutions Inc6.06% of assets$2.59M invested
- 4. Murphy USA Inc4.87% of assets$2.08M invested
- 5. Extreme Networks Inc3.09% of assets$1.32M invested
- 6. Valmont Industries Inc4.76% of assets$2.03M invested
- 7. Generac Holdings Inc4.45% of assets$1.9M invested
- 8. Belden Inc4.43% of assets$1.89M invested
- 9. Armstrong World Industries Inc4.34% of assets$1.85M invested
- 10. AGCO Corp3.17% of assets$1.35M 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. US Physical Therapy Inc5.13% of assets$2.19M invested
- 2. Live Oak Bancshares Inc2.23% of assets$952,834 invested
- 3. Ingevity Corp2.17% of assets$924,628 invested
- 4. Crane NXT Co3.87% of assets$1.65M invested
- 5. Boston Beer Co Inc/The1.45% of assets$619,147 invested
- 6. API Group Corp5.96% of assets$2.54M invested
- 7. Boot Barn Holdings Inc4.61% of assets$1.97M invested
- 8. Oshkosh Corp1.48% of assets$631,793 invested
- 9. Thor Industries Inc1.97% of assets$842,715 invested
- 10. Floor & Decor Holdings Inc2.71% of assets$1.16M invested
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