Brandes U.S. Small-Mid Cap Value ETF
Shareclass
Brandes U.S. Small-Mid Cap Value ETF (BSMC)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Brandes U.S. Small-Mid Cap Value ETF
FUND COVERAGE
# of holdings50
% 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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc2.05%$2.6M
- 2. The Interpublic Group of Companies Inc1.65%$2.09M
- 3. Hologic Inc1.83%$2.32M
- 4. Willis Towers Watson PLC1.1%$1.39M
- 5. Balfour Beatty PLC1.67%$2.12M
- 6. Koninklijke Philips NV ADR1.11%$1.4M
- 7. The Campbell's Co1.13%$1.43M
- 8. Organon & Co Ordinary Shares0.98%$1.25M
- 9. Grifols SA ADR1.74%$2.21M
- 10. State Street Corp1.28%$1.62M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Seaboard Corp1.12%$1.42M
- 2. White Mountains Insurance Group Ltd0.88%$1.12M
- 3. CNA Financial Corp0.64%$813,661
- 4. Moog Inc Class A1.33%$1.69M
- 5. The Timken Co1.05%$1.34M
- 6. EPAM Systems Inc0.92%$1.16M
- 7. UniFirst Corp1.61%$2.05M
- 8. Sotera Health Co Ordinary Shares1.25%$1.58M
- 9. The Marzetti Co0.74%$942,465
- 10. SEI Investments Co1.5%$1.91M
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 Brandes U.S. Small-Mid Cap Value ETF
Totals
Holdings
Assets
Weight
Prisons
1
$2.41M
1.9%
Prisons high risk
1
$2.41M
1.9%
Private prisons
0
$0
0%
Borders
2
$4.91M
3.87%
Borders high risk
2
$4.91M
3.87%
Total
2
$4.91M
3.87%
Holdings — 2 flagged holdings
1.
Textron Inc
:$2.5M
1.97%
2.
Citizens Financial Group Inc
:$2.41M
1.9%
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.
Brandes U.S. Small-Mid Cap Value ETF BSMC
Environment
Social
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