Boston Partners Small Cap Value Fund II
Shareclass
Boston Partners Small Cap Value II I (BPSIX)
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 Boston Partners Small Cap Value Fund II
FUND COVERAGE
# of holdings96
% of assets65%
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
21 / 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. WEX Inc0.56%$3.55M
- 2. Upwork Inc0.45%$2.84M
- 3. LiveRamp Holdings Inc0.67%$4.3M
- 4. Halozyme Therapeutics Inc0.46%$2.93M
- 5. Huron Consulting Group Inc0.79%$5.02M
- 6. Voya Financial Inc0.76%$4.85M
- 7. KBR Inc0.51%$3.29M
- 8. Arrow Electronics Inc0.7%$4.5M
- 9. Lear Corp0.54%$3.45M
- 10. Ingredion Inc0.9%$5.73M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Axos Financial Inc0.58%$3.7M
- 2. Viper Energy Inc Ordinary Shares - Class A1.07%$6.86M
- 3. Tidewater Inc0.61%$3.87M
- 4. White Mountains Insurance Group Ltd0.75%$4.81M
- 5. Coca-Cola Consolidated Inc0.44%$2.82M
- 6. BGC Group Inc Ordinary Shares Class A0.6%$3.84M
- 7. StoneX Group Inc1.04%$6.65M
- 8. Evercore Inc Class A0.31%$2M
- 9. WSFS Financial Corp0.52%$3.33M
- 10. Kontoor Brands Inc0.8%$5.11M
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 Boston Partners Small Cap Value Fund II
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$16.19M
2.53%
Borders high risk
2
$9.66M
1.51%
Total
4
$16.19M
2.53%
Holdings — 4 flagged holdings
1.
Granite Construction Inc
:$6.37M
1%
2.
Benchmark Electronics Inc
:$3.42M
0.54%
3.
KBR Inc
:$3.29M
0.51%
4.
OSI Systems Inc
:$3.1M
0.49%
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.
Boston Partners Small Cap Value Fund II BPSIX
Environment
Social
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