Gender equality score
37
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 977 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
18/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
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.
Wasatch Core Growth Fund WGROX
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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. Novanta Inc1.12% of assets$47.35M invested
- 2. Morningstar Inc1.16% of assets$49.01M invested
- 3. Medpace Holdings Inc2.94% of assets$124.33M invested
- 4. Freshpet Inc1.03% of assets$43.64M invested
- 5. Balchem Corp1.57% of assets$66.37M invested
- 6. Valvoline Inc2.06% of assets$86.82M invested
- 7. Q2 Holdings Inc1.43% of assets$60.5M invested
- 8. Certara Inc Ordinary Shares1.74% of assets$73.44M invested
- 9. AAON Inc1.45% of assets$61.04M invested
- 10. Trex Co Inc1.87% of assets$79.14M 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. RBC Bearings Inc3.6% of assets$151.97M invested
- 2. ACV Auctions Inc Ordinary Shares - Class A0.74% of assets$31.37M invested
- 3. Ncino Inc Ordinary Shares0.95% of assets$40.04M invested
- 4. Clearwater Analytics Holdings Inc Class A1.03% of assets$43.71M invested
- 5. UFP Industries Inc0.95% of assets$40.02M invested
- 6. Ollie's Bargain Outlet Holdings Inc2.94% of assets$124.26M invested
- 7. Wingstop Inc1.28% of assets$54.23M invested
- 8. Cohen & Steers Inc0.89% of assets$37.5M invested
- 9. Loar Holdings Inc1.95% of assets$82.49M invested
- 10. CSW Industrials Inc1.38% of assets$58.41M invested
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Financial performance
Performance data provided by
Find more financial data on WGROX at Morningstar.com
Find more financial data on WGROX 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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