Avantis® U.S. Small Cap Value Fund
Shareclass
Avantis® U.S. Small Cap Value Instl (AVUVX)
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 Avantis® U.S. Small Cap Value Fund
FUND COVERAGE
# of holdings223
% of assets68%
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
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. VF Corp0.11%$1.41M
- 2. The Chemours Co0.17%$2.09M
- 3. PVH Corp0.52%$6.33M
- 4. Upwork Inc0.09%$1.14M
- 5. Macy's Inc0.8%$9.8M
- 6. Pathward Financial Inc0.22%$2.68M
- 7. Crocs Inc0.52%$6.37M
- 8. Tri Pointe Homes Inc0.37%$4.49M
- 9. Premier Inc Class A0.35%$4.33M
- 10. CNO Financial Group Inc0.48%$5.86M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp Class A0.73%$8.93M
- 2. Supernus Pharmaceuticals Inc0.1%$1.18M
- 3. Axos Financial Inc0.55%$6.73M
- 4. Argan Inc0.22%$2.75M
- 5. First Merchants Corp0.07%$864,838
- 6. Towne Bank0.03%$310,024
- 7. Alpha Metallurgical Resources Inc0.2%$2.46M
- 8. Dillard's Inc Class A0.15%$1.82M
- 9. MARA Holdings Inc0.33%$4.09M
- 10. Mueller Industries Inc0.25%$3.05M
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 Avantis® U.S. Small Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
5
$12.49M
1.02%
Prisons high risk
2
$430,104
0.04%
Private prisons
0
$0
0%
Borders
5
$18.9M
1.54%
Borders high risk
2
$7.98M
0.65%
Total
8
$26.96M
2.2%
Holdings — 8 flagged holdings
1.
Cal-Maine Foods Inc
$7.71M
0.63%
2.
Granite Construction Inc
:$7.7M
0.63%
3.
Polaris Inc
:$4.48M
0.36%
4.
Synovus Financial Corp
:$4.16M
0.34%
5.
Benchmark Electronics Inc
:$2.29M
0.19%
6.
Target Hospitality Corp Class A
:$277,220
0.02%
7.
Virco Manufacturing Corp
$196,424
0.02%
8.
Sturm Ruger & Co Inc
$152,884
0.01%
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.
Avantis® U.S. Small Cap Value Fund AVUVX
Environment
Social
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