Bridgeway Small Cap Value Fund

Shareclass
Bridgeway Small-Cap Value (BRSVX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Bridgeway Small Cap Value Fund

FUND COVERAGE
# of holdings56
% of assets46%
Score
38 / 100
Rank

19.3 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #877 out of 1,085

Grade
F

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

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Portland General Electric Co
         % of fund invested: 0.52%
         $USD invested: $1.83M
  • 2. Black Hills Corp
         % of fund invested: 0.24%
         $USD invested: $841,500
  • 3. Pathward Financial Inc
         % of fund invested: 1.17%
         $USD invested: $4.14M
  • 4. Essential Properties Realty Trust Inc
         % of fund invested: 1.27%
         $USD invested: $4.46M
  • 5. Bread Financial Holdings Inc
         % of fund invested: 0.98%
         $USD invested: $3.44M
  • 6. First BanCorp
         % of fund invested: 0.85%
         $USD invested: $2.99M
  • 7. Banner Corp
         % of fund invested: 0.93%
         $USD invested: $3.27M
  • 8. Avista Corp
         % of fund invested: 0.23%
         $USD invested: $796,950
  • 9. Korn Ferry
         % of fund invested: 1.18%
         $USD invested: $4.17M
  • 10. Signet Jewelers Ltd
         % of fund invested: 0.9%
         $USD invested: $3.18M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Supernus Pharmaceuticals Inc
         % of fund invested: 0.97%
         $USD invested: $3.4M
  • 2. Axos Financial Inc
         % of fund invested: 1.44%
         $USD invested: $5.08M
  • 3. Enova International Inc
         % of fund invested: 1.35%
         $USD invested: $4.76M
  • 4. International Bancshares Corp
         % of fund invested: 0.32%
         $USD invested: $1.13M
  • 5. Rush Enterprises Inc Class A
         % of fund invested: 1.05%
         $USD invested: $3.71M
  • 6. FB Financial Corp
         % of fund invested: 0.76%
         $USD invested: $2.69M
  • 7. WSFS Financial Corp
         % of fund invested: 1.34%
         $USD invested: $4.73M
  • 8. Boise Cascade Co
         % of fund invested: 1.06%
         $USD invested: $3.72M
  • 9. Cal-Maine Foods Inc
         % of fund invested: 1.18%
         $USD invested: $4.14M
  • 10. Mercury General Corp
         % of fund invested: 0.54%
         $USD invested: $1.89M

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 Bridgeway Small Cap Value Fund

Totals

Holdings
Assets
Weight
Prisons
1
$4.14M
1.18%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
1
$4.14M
1.18%
Full fund results

Holdings — 1 flagged holdings

1.
Cal-Maine Foods Inc
Prisons
$4.14M
1.18%
Prisons
$4.14M
1.18%
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