American Beacon Small Cap Value Fund

Shareclass
American Beacon Small Cap Value R6 (AASRX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Beacon Small Cap Value Fund

FUND COVERAGE
# of holdings226
% of assets70%
Score
42 / 100
Rank

46.0 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #587 out of 1,085

Grade
C

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

21 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. VF Corp
         % of fund invested: 0.18%
         $USD invested: $7.13M
  • 2. Jones Lang LaSalle Inc
         % of fund invested: 0.37%
         $USD invested: $14.66M
  • 3. WEX Inc
         % of fund invested: 0.4%
         $USD invested: $15.95M
  • 4. Workiva Inc Class A
         % of fund invested: 0.66%
         $USD invested: $26.19M
  • 5. NNN REIT Inc
         % of fund invested: 0.25%
         $USD invested: $9.84M
  • 6. Portland General Electric Co
         % of fund invested: 0.23%
         $USD invested: $9.09M
  • 7. NorthWestern Energy Group Inc
         % of fund invested: 0.48%
         $USD invested: $18.87M
  • 8. Centene Corp
         % of fund invested: 0.19%
         $USD invested: $7.41M
  • 9. Robert Half Inc
         % of fund invested: 0.43%
         $USD invested: $16.89M
  • 10. ASGN Inc
         % of fund invested: 0.19%
         $USD invested: $7.71M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Servisfirst Bancshares Inc
         % of fund invested: 0.38%
         $USD invested: $15.09M
  • 2. Axos Financial Inc
         % of fund invested: 0.18%
         $USD invested: $7.15M
  • 3. Virtu Financial Inc Class A
         % of fund invested: 0.02%
         $USD invested: $951,400
  • 4. Towne Bank
         % of fund invested: 0.03%
         $USD invested: $1.09M
  • 5. First Merchants Corp
         % of fund invested: 0.02%
         $USD invested: $949,663
  • 6. Seacoast Banking Corp of Florida
         % of fund invested: 0.88%
         $USD invested: $35.06M
  • 7. U-Haul Holding Co Ordinary Shares - Series N
         % of fund invested: 0.69%
         $USD invested: $27.23M
  • 8. Concentra Group Holdings Parent Inc
         % of fund invested: 0.31%
         $USD invested: $12.25M
  • 9. Enova International Inc
         % of fund invested: 0.13%
         $USD invested: $4.99M
  • 10. Trustmark Corp
         % of fund invested: 0.02%
         $USD invested: $755,964

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund American Beacon Small Cap Value Fund

Totals

Holdings
Assets
Weight
Prisons
2
$4.27M
0.11%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$5.27M
0.13%
     Borders high risk
0
$0
0%
Total
3
$6.72M
0.17%
Full fund results

Holdings — 3 flagged holdings

1.
Synovus Financial Corp
Prisons
Borders
$2.83M
0.07%
Prisons
Borders :
$2.83M
0.07%
2.
Benchmark Electronics Inc
Borders
$2.45M
0.06%
Borders :
$2.45M
0.06%
3.
Cal-Maine Foods Inc
Prisons
$1.45M
0.04%
Prisons
$1.45M
0.04%
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