Acclivity Small Cap Value Fund
Shareclass
Acclivity Small Cap Value I (AXVIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Acclivity Small Cap Value Fund
FUND COVERAGE
# of holdings263
% of assets72%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Alcoa Corp0.79%$242,012
- 2. Charles River Laboratories International Inc0.1%$30,043
- 3. Hillenbrand Inc0.2%$60,772
- 4. PVH Corp0.33%$102,831
- 5. ASGN Inc0.07%$21,720
- 6. Macy's Inc0.45%$139,314
- 7. Ovintiv Inc0.48%$148,091
- 8. Ziff Davis Inc0.25%$75,736
- 9. Comerica Inc0.39%$120,612
- 10. Tri Pointe Homes Inc0.28%$86,169
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp Class A0.96%$293,482
- 2. Supernus Pharmaceuticals Inc0.12%$37,982
- 3. Axos Financial Inc0.13%$38,704
- 4. Virtu Financial Inc Class A0.09%$27,322
- 5. LGI Homes Inc0.07%$21,948
- 6. First Merchants Corp0.3%$90,809
- 7. Towne Bank0.13%$40,230
- 8. Seacoast Banking Corp of Florida0.21%$63,498
- 9. Mueller Industries Inc0.1%$30,834
- 10. Compass Inc Class A0.2%$61,148
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Acclivity Small Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
5
$263,644
0.86%
Prisons high risk
2
$94,059
0.31%
Private prisons
2
$94,059
0.31%
Borders
6
$277,245
0.9%
Borders high risk
2
$94,059
0.31%
Total
7
$348,945
1.14%
Holdings — 7 flagged holdings
1.
Synovus Financial Corp
:$79,695
0.26%
2.
The GEO Group Inc
:$73,790
0.24%
3.
Acadia Healthcare Co Inc
$71,700
0.23%
4.
Benchmark Electronics Inc
:$58,129
0.19%
5.
CACI International Inc Class A
:$27,172
0.09%
6.
CoreCivic Inc
:$20,269
0.07%
7.
First Horizon Corp
:$18,190
0.06%
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.
Acclivity Small Cap Value Fund AXVIX
Environment
Social
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