Wasatch Small Cap Value Fund - WASATCH FUNDS TRUST
Shareclass
Wasatch Small Cap Value Fund Institutional Class Shares (WICVX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
35
/ 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: 1,010 out of 1,038 funds
See more funds from this group
All funds
Groups
Gender balance in leadership and workforce
17/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
See the impact of your investments
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 Small Cap Value Fund - WASATCH FUNDS TRUST WICVX
Environment
Social
Search more funds
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. Medpace Holdings Inc2.3% of assets$30.4M invested
- 2. Freshpet Inc1.22% of assets$16.16M invested
- 3. Valvoline Inc1.48% of assets$19.58M invested
- 4. Certara Inc1.14% of assets$15.09M invested
- 5. YETI Holdings Inc1.02% of assets$13.52M invested
- 6. ICF International Inc2.14% of assets$28.24M invested
- 7. Granite Construction Inc1.89% of assets$24.98M invested
- 8. Ensign Group Inc/The2.3% of assets$30.35M invested
- 9. Copa Holdings SA1.8% of assets$23.76M invested
- 10. National Storage Affiliates Trust0.84% of assets$11.16M 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. CTS Corp2.77% of assets$36.63M invested
- 2. DXP Enterprises Inc/TX2.11% of assets$27.95M invested
- 3. Fresh Del Monte Produce Inc2.02% of assets$26.77M invested
- 4. Sally Beauty Holdings Inc1.8% of assets$23.8M invested
- 5. Arlo Technologies Inc1.71% of assets$22.63M invested
- 6. ScanSource Inc1.41% of assets$18.68M invested
- 7. Bel Fuse Inc1.24% of assets$16.42M invested
- 8. ServisFirst Bancshares Inc1.04% of assets$13.76M invested
- 9. Axos Financial Inc1.43% of assets$18.89M invested
- 10. Matador Resources Co0.9% of assets$11.88M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer