Ancora/Thelen Small-Mid Cap Fund - ANCORA TRUST
Shareclass
Ancora/Thelen Small-Mid Cap Fund Class S (AATSX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Ancora/Thelen Small-Mid Cap Fund - ANCORA TRUST
FUND COVERAGE
# of holdings49
% of assets60%
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. Raymond James Financial Inc0.86%$1.88M
- 2. Jacobs Solutions Inc0.38%$821,119
- 3. Northwestern Energy Group Inc1.31%$2.86M
- 4. DuPont de Nemours Inc1.2%$2.61M
- 5. Deckers Outdoor Corp1.17%$2.55M
- 6. Energizer Holdings Inc0.53%$1.15M
- 7. Fortune Brands Innovations Inc2.47%$5.39M
- 8. Wyndham Hotels & Resorts Inc0.35%$762,475
- 9. Kyndryl Holdings Inc0.8%$1.74M
- 10. Howard Hughes Holdings Inc0.61%$1.34M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viper Energy Inc1%$2.18M
- 2. Concentra Group Holdings Parent Inc0.93%$2.02M
- 3. Houlihan Lokey Inc1.51%$3.28M
- 4. Crane NXT Co1.86%$4.04M
- 5. Esab Corp<0.01%$111
- 6. API Group Corp1.75%$3.81M
- 7. Middleby Corp/The2.48%$5.39M
- 8. Marzetti Company/The0.31%$672,477
- 9. Arcosa Inc1.32%$2.87M
- 10. Federal Agricultural Mortgage Corp0.4%$864,682
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 Ancora/Thelen Small-Mid Cap Fund - ANCORA TRUST
Totals
Holdings
Assets
Weight
Prisons
1.0
$2.79M
1.28%
Prisons high risk
1.0
$2.79M
1.28%
Private prisons
0.0
$0
0%
Borders
1.0
$2.79M
1.28%
Borders high risk
1.0
$2.79M
1.28%
Total
1.0
$2.79M
1.28%
Holdings — 1 flagged holdings
1.
Aramark
:$2.79M
1.28%
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.
Ancora/Thelen Small-Mid Cap Fund - ANCORA TRUST AATSX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer