Wasatch Micro Cap Value Fund - WASATCH FUNDS TRUST
Shareclass
Wasatch Micro Cap Value Fund Institutional Class Shares (WGMVX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
-1000
/ 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: 2,039 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
-1000/40
Equal compensation and work life balance
-1000/30
Policies promoting gender equality
-1000/20
Commitment, transparency, and accountability
-1000/10
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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.
Wasatch Micro Cap Value Fund - WASATCH FUNDS TRUST WGMVX
Environment
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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. ArcBest Corp0.91% of assets$3.08M invested
- 2. ICF International Inc2.57% of assets$8.73M invested
- 3. Granite Construction Inc2.3% of assets$7.79M invested
- 4. Addus HomeCare Corp1.3% of assets$4.42M invested
- 5. Standex International Corp2.21% of assets$7.49M invested
- 6. Champion Homes Inc2.5% of assets$8.46M invested
- 7. UFP Technologies Inc2.08% of assets$7.04M invested
- 8. Patrick Industries Inc1.16% of assets$3.93M invested
- 9. LGI Homes Inc0.91% of assets$3.1M invested
- 10. Axos Financial Inc0.9% of assets$3.05M 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. Digi International Inc3.38% of assets$11.46M invested
- 2. Bel Fuse Inc2.8% of assets$9.48M invested
- 3. Axogen Inc2.7% of assets$9.16M invested
- 4. TAT Technologies Ltd2.58% of assets$8.76M invested
- 5. DXP Enterprises Inc/TX2.52% of assets$8.56M invested
- 6. VSE Corp2.32% of assets$7.86M invested
- 7. Limbach Holdings Inc2.24% of assets$7.6M invested
- 8. Willdan Group Inc2.22% of assets$7.53M invested
- 9. NPK International Inc2.1% of assets$7.11M invested
- 10. Esquire Financial Holdings Inc2.04% of assets$6.92M invested
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