Victory Trivalent International Small-Cap Fund
Shareclass
Victory Trivalent International Sm-Cp A (MISAX)
Type
Open-end mutual fund
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 911 out of 1,094 funds
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Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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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.
Victory Trivalent International Small-Cap Fund MISAX
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. Avanza Bank Holding AB0.62% of assets$23.31M invested
- 2. Beazley PLC0.78% of assets$29.67M invested
- 3. Sandfire Resources Ltd0.42% of assets$15.8M invested
- 4. Euronext NV0.82% of assets$30.9M invested
- 5. Magellan Financial Group Ltd0.33% of assets$12.61M invested
- 6. St James's Place PLC0.6% of assets$22.78M invested
- 7. Balfour Beatty PLC0.55% of assets$20.75M invested
- 8. AGL Energy Ltd0.28% of assets$10.44M invested
- 9. Investec PLC0.42% of assets$15.76M invested
- 10. Accor SA0.49% of assets$18.44M 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. ABC-Mart Inc0.34% of assets$12.98M invested
- 2. Sankyu Inc0.32% of assets$12.09M invested
- 3. Tilray Brands Inc<0.01% of assets$1 invested
- 4. Kinden Corp0.37% of assets$14.07M invested
- 5. Sankyo Co Ltd0.72% of assets$27.28M invested
- 6. Kyoritsu Maintenance Co Ltd0.31% of assets$11.69M invested
- 7. Kandenko Co Ltd0.51% of assets$19.29M invested
- 8. KDX Realty Investment Corp0.18% of assets$6.73M invested
- 9. Kaneka Corp0.24% of assets$8.93M invested
- 10. MDA Space Ltd0.35% of assets$13.06M invested
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Financial performance
Performance data provided by
Find more financial data on MISAX at Morningstar.com
Find more financial data on MISAX 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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