AMG River Road Small Cap Value Fund
Shareclass
AMG River Road Small Cap Value I (ARSIX)
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 AMG River Road Small Cap Value Fund
FUND COVERAGE
# of holdings42
% of assets67%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. WEX Inc2.18%$24.11M
- 2. NorthWestern Energy Group Inc1.85%$20.46M
- 3. Radian Group Inc0.49%$5.4M
- 4. Insperity Inc0.76%$8.45M
- 5. Howard Hughes Holdings Inc1%$11.12M
- 6. Axis Capital Holdings Ltd2.19%$24.22M
- 7. Vontier Corp Ordinary Shares2.57%$28.45M
- 8. Alight Inc Class A0.57%$6.33M
- 9. Nomad Foods Ltd0.95%$10.55M
- 10. Genworth Financial Inc2.84%$31.5M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. LGI Homes Inc0.91%$10.14M
- 2. Verra Mobility Corp Class A0.78%$8.67M
- 3. White Mountains Insurance Group Ltd3.33%$36.94M
- 4. Openlane Inc0.5%$5.52M
- 5. WillScot Holdings Corp Ordinary Shares - Class A1.45%$16.08M
- 6. Warrior Met Coal Inc1.15%$12.79M
- 7. Hub Group Inc Class A0.79%$8.81M
- 8. NCR Voyix Corp0.57%$6.35M
- 9. ePlus Inc2.65%$29.37M
- 10. UniFirst Corp2.36%$26.16M
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 AMG River Road Small Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
2
$46.33M
4.18%
Prisons high risk
2
$46.33M
4.18%
Private prisons
2
$46.33M
4.18%
Borders
2
$46.33M
4.18%
Borders high risk
2
$46.33M
4.18%
Total
2
$46.33M
4.18%
Holdings — 2 flagged holdings
1.
CoreCivic Inc
:$38.79M
3.5%
2.
The GEO Group Inc
:$7.54M
0.68%
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.
AMG River Road Small Cap Value Fund ARSIX
Environment
Social
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