AMG Frontier Small Cap Growth Fund - AMG

Shareclass
AMG Frontier Small Cap Growth Fund Class Z (MSSYX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund AMG Frontier Small Cap Growth Fund - AMG

FUND COVERAGE
# of holdings84
% of assets72%
Score
36 / 100
Rank

5.1 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #986 out of 1,038

Grade
F

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

19 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 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. Planet Fitness Inc
         % of fund invested: 0.23%
         $USD invested: $191,366
  • 2. Parsons Corp
         % of fund invested: 0.11%
         $USD invested: $91,988
  • 3. Jazz Pharmaceuticals PLC
         % of fund invested: 1.74%
         $USD invested: $1.45M
  • 4. Natera Inc
         % of fund invested: 0.63%
         $USD invested: $519,833
  • 5. Ultragenyx Pharmaceutical Inc
         % of fund invested: 1.17%
         $USD invested: $974,112
  • 6. Akamai Technologies Inc
         % of fund invested: 1.21%
         $USD invested: $1.01M
  • 7. Kyndryl Holdings Inc
         % of fund invested: <0.01%
         $USD invested: $7,613
  • 8. United Therapeutics Corp
         % of fund invested: 0.84%
         $USD invested: $694,375
  • 9. Insulet Corp
         % of fund invested: 0.08%
         $USD invested: $64,975
  • 10. ATI Inc
         % of fund invested: 1.67%
         $USD invested: $1.39M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Astera Labs Inc
         % of fund invested: 3.03%
         $USD invested: $2.51M
  • 2. FTAI Aviation Ltd
         % of fund invested: 3.47%
         $USD invested: $2.88M
  • 3. Dyne Therapeutics Inc
         % of fund invested: 0.67%
         $USD invested: $555,341
  • 4. Nuvalent Inc
         % of fund invested: 0.97%
         $USD invested: $808,612
  • 5. IonQ Inc
         % of fund invested: 0.26%
         $USD invested: $215,332
  • 6. Bridgebio Pharma Inc
         % of fund invested: 1.73%
         $USD invested: $1.44M
  • 7. Seacoast Banking Corp of Florida
         % of fund invested: 0.92%
         $USD invested: $762,164
  • 8. Kymera Therapeutics Inc
         % of fund invested: 1.89%
         $USD invested: $1.57M
  • 9. ACV Auctions Inc
         % of fund invested: 0.53%
         $USD invested: $436,797
  • 10. Tidewater Inc
         % of fund invested: 0.7%
         $USD invested: $583,031

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 AMG Frontier Small Cap Growth Fund - AMG

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
2.0
$2.04M
2.45%
     Borders high risk
1.0
$1.78M
2.15%
Total
2.0
$2.04M
2.45%
Full fund results

Holdings — 2 flagged holdings

1.
Granite Construction Inc
Borders
$1.78M
2.15%
Borders :
$1.78M
2.15%
2.
CACI International Inc
Borders
$252,576
0.3%
Borders :
$252,576
0.3%
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