Thrivent Small Cap Stock Fund
Shareclass
Thrivent Small Cap Stock A (AASMX)
Type
Open-end mutual fund
Manager
Gender equality score
40
/ 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: 2,283 out of 2,554 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
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.
Thrivent Small Cap Stock Fund AASMX
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. Puma SE0.51% of assets$16.9M invested
- 2. NorthWestern Energy Group Inc0.5% of assets$16.64M invested
- 3. Robert Half Inc1.31% of assets$43.5M invested
- 4. ASGN Inc0.77% of assets$25.72M invested
- 5. Dayforce Inc1.55% of assets$51.73M invested
- 6. Portland General Electric Co0.79% of assets$26.28M invested
- 7. Schneider National Inc1.27% of assets$42.21M invested
- 8. Cushman & Wakefield PLC1.31% of assets$43.68M invested
- 9. Medpace Holdings Inc0.81% of assets$26.88M invested
- 10. Brunswick Corp1.02% of assets$34.08M 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. Matador Resources Co1.07% of assets$35.76M invested
- 2. Chemed Corp1.03% of assets$34.28M invested
- 3. Kinsale Capital Group Inc1.73% of assets$57.57M invested
- 4. Varonis Systems Inc0.64% of assets$21.41M invested
- 5. Houlihan Lokey Inc Class A1.6% of assets$53.27M invested
- 6. IES Holdings Inc0.57% of assets$19.07M invested
- 7. UFP Industries Inc1.12% of assets$37.16M invested
- 8. Cogent Communications Holdings Inc1.53% of assets$50.85M invested
- 9. Helios Technologies Inc1.32% of assets$43.91M invested
- 10. J&J Snack Foods Corp0.93% of assets$31.05M invested
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Financial performance
Performance data provided by
Find more financial data on AASMX at Morningstar.com
Find more financial data on AASMX 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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