WESTWOOD QUALITY SMALLCAP FUND - Ultimus Managers Trust
Shareclass
WESTWOOD QUALITY SMALLCAP FUND Westwood Quality SmallCap Fund Ultra Shares (WWSYX)
Type
Open-end mutual fund
Manager
Filing
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: International Equity
Ranking: 1,034 out of 1,041 funds
See more funds from this group
All funds
Groups
Gender balance in leadership and workforce
19/40
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.
WESTWOOD QUALITY SMALLCAP FUND - Ultimus Managers Trust WWSYX
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. Merit Medical Systems Inc2.2% of assets$19.34M invested
- 2. MDU Resources Group Inc1.94% of assets$17.06M invested
- 3. AVISTA CORP1.49% of assets$13.11M invested
- 4. MGE Energy Inc1.48% of assets$12.95M invested
- 5. Academy Sports & Outdoors Inc1.5% of assets$13.15M invested
- 6. Gulfport Energy Corp1.2% of assets$10.52M invested
- 7. ArcBest Corp0.84% of assets$7.36M invested
- 8. YETI Holdings Inc1.97% of assets$17.25M invested
- 9. Trex Co Inc0.96% of assets$8.4M invested
- 10. Four Corners Property Trust Inc1.52% of assets$13.34M 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. Nicolet Bankshares Inc2.13% of assets$18.72M invested
- 2. Bel Fuse Inc2.12% of assets$18.59M invested
- 3. First Bancorp/Southern Pines NC2.05% of assets$18.02M invested
- 4. Par Pacific Holdings Inc1.94% of assets$16.98M invested
- 5. Constellium SE1.03% of assets$9.07M invested
- 6. Astronics Corp1.01% of assets$8.9M invested
- 7. Infinity Natural Resources Inc0.77% of assets$6.76M invested
- 8. Sonic Automotive Inc0.93% of assets$8.12M invested
- 9. Central Garden & Pet Co1% of assets$8.77M invested
- 10. Seacoast Banking Corp of Florida2.19% of assets$19.21M 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