BNY Mellon Small/Mid Cap Growth Fund - BNY Mellon

Shareclass
BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund BNY Mellon Small/Mid Cap Growth Fund - BNY Mellon

FUND COVERAGE
# of holdings46
% of assets85%
Score
40 / 100
Rank

33.9 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #688 out of 1,038

Grade
D

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Alcoa Corp
         % of fund invested: 1.06%
         $USD invested: $9.07M
  • 2. Schneider National Inc
         % of fund invested: 1.94%
         $USD invested: $16.51M
  • 3. Natera Inc
         % of fund invested: 0.9%
         $USD invested: $7.65M
  • 4. Brunswick Corp/DE
         % of fund invested: 2.64%
         $USD invested: $22.5M
  • 5. Fortune Brands Innovations Inc
         % of fund invested: 2.13%
         $USD invested: $18.16M
  • 6. Assurant Inc
         % of fund invested: 1.24%
         $USD invested: $10.54M
  • 7. Louisiana-Pacific Corp
         % of fund invested: 1.07%
         $USD invested: $9.08M
  • 8. Freshpet Inc
         % of fund invested: 1.84%
         $USD invested: $15.71M
  • 9. JFrog Ltd
         % of fund invested: 1.21%
         $USD invested: $10.32M
  • 10. Warby Parker Inc
         % of fund invested: 3.02%
         $USD invested: $25.78M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Construction Partners Inc
         % of fund invested: 2.22%
         $USD invested: $18.88M
  • 2. Patrick Industries Inc
         % of fund invested: 2.31%
         $USD invested: $19.71M
  • 3. Madrigal Pharmaceuticals Inc
         % of fund invested: 1.17%
         $USD invested: $9.95M
  • 4. Privia Health Group Inc
         % of fund invested: 2.2%
         $USD invested: $18.76M
  • 5. Wingstop Inc
         % of fund invested: 2.21%
         $USD invested: $18.84M
  • 6. Esab Corp
         % of fund invested: 1.86%
         $USD invested: $15.83M
  • 7. Xenon Pharmaceuticals Inc
         % of fund invested: 0.52%
         $USD invested: $4.39M
  • 8. Ryan Specialty Holdings Inc
         % of fund invested: 1.11%
         $USD invested: $9.45M
  • 9. Curtiss-Wright Corp
         % of fund invested: 2.72%
         $USD invested: $23.2M
  • 10. Flowserve Corp
         % of fund invested: 2.05%
         $USD invested: $17.44M

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 BNY Mellon Small/Mid Cap Growth Fund - BNY Mellon

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$24.27M
2.85%
     Borders high risk
0.0
$0
0%
Total
1.0
$24.27M
2.85%
Full fund results

Holdings — 1 flagged holdings

1.
AeroVironment Inc
Borders
$24.27M
2.85%
Borders :
$24.27M
2.85%
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