AQR Small Cap Multi-Style Fund
Shareclass
AQR Small Cap Multi-Style I (QSMLX)
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 AQR Small Cap Multi-Style Fund
FUND COVERAGE
# of holdings200
% of assets42%
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
18 / 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
Top 10 holdings by Gender Equality score
- 1. Workiva Inc Class A0.18%$239,388
- 2. NorthWestern Energy Group Inc0.12%$163,932
- 3. Pathward Financial Inc0.15%$204,786
- 4. LiveRamp Holdings Inc0.08%$111,600
- 5. Ziff Davis Inc0.03%$36,843
- 6. Tri Pointe Homes Inc0.16%$209,459
- 7. Bread Financial Holdings Inc0.51%$679,669
- 8. Alkermes PLC0.71%$956,640
- 9. CommVault Systems Inc0.48%$636,944
- 10. Radian Group Inc0.04%$53,642
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.16%$207,724
- 2. TG Therapeutics Inc0.12%$165,489
- 3. Core Scientific Inc Ordinary Shares - New0.16%$213,701
- 4. Supernus Pharmaceuticals Inc0.04%$55,006
- 5. SoundHound AI Inc Ordinary Shares - Class A0.26%$344,337
- 6. Altice USA Inc Class A0.04%$51,603
- 7. IonQ Inc Class A0.62%$824,530
- 8. Argan Inc1.03%$1.38M
- 9. BridgeBio Pharma Inc0.14%$188,750
- 10. First Merchants Corp0.13%$180,432
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 AQR Small Cap Multi-Style Fund
Totals
Holdings
Assets
Weight
Prisons
2
$609,175
0.45%
Prisons high risk
1
$110,257
0.08%
Private prisons
1
$110,257
0.08%
Borders
4
$579,317
0.43%
Borders high risk
2
$147,648
0.11%
Total
5
$1.08M
0.8%
Holdings — 5 flagged holdings
1.
Cal-Maine Foods Inc
$498,918
0.37%
2.
AeroVironment Inc
:$216,329
0.16%
3.
Benchmark Electronics Inc
:$215,340
0.16%
4.
The GEO Group Inc
:$110,257
0.08%
5.
Granite Construction Inc
:$37,391
0.03%
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.
AQR Small Cap Multi-Style Fund QSMLX
Environment
Social
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