YORKTOWN SMALL CAP FUND - American Funds/Capital Group
Shareclass
YORKTOWN SMALL CAP FUND Institutional Class (YOVIX)
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: U.S. Small/Mid Cap Equity
Ranking: 936 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
18/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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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.
YORKTOWN SMALL CAP FUND - American Funds/Capital Group YOVIX
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. Globant SA0.89% of assets$314,336 invested
- 2. Upwork Inc1.25% of assets$438,657 invested
- 3. Grab Holdings Ltd0.64% of assets$223,600 invested
- 4. Badger Meter Inc0.69% of assets$241,857 invested
- 5. HA Sustainable Infrastructure Capital Inc1.17% of assets$412,920 invested
- 6. LPL Financial Holdings Inc2.38% of assets$838,350 invested
- 7. Axon Enterprise Inc1.07% of assets$374,774 invested
- 8. Balchem Corp1.21% of assets$425,425 invested
- 9. CyberArk Software Ltd1.16% of assets$409,288 invested
- 10. elf Beauty Inc0.64% of assets$225,223 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. ACM Research Inc2.2% of assets$772,996 invested
- 2. Par Pacific Holdings Inc1.06% of assets$373,626 invested
- 3. Ramaco Resources Inc1.06% of assets$373,616 invested
- 4. V2X Inc1.06% of assets$371,682 invested
- 5. Progyny Inc0.78% of assets$274,505 invested
- 6. Select Water Solutions Inc0.67% of assets$235,150 invested
- 7. Construction Partners Inc1.5% of assets$527,424 invested
- 8. RBC Bearings Inc1.38% of assets$484,679 invested
- 9. Argan Inc0.66% of assets$232,563 invested
- 10. Kratos Defense & Security Solutions Inc1.82% of assets$638,662 invested
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