Brown Advisory Small-Cap Growth Fund

Shareclass
Brown Advisory Small-Cap Growth Inv (BIASX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Brown Advisory Small-Cap Growth Fund

FUND COVERAGE
# of holdings62
% of assets86%
Score
39 / 100
Rank

26.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #799 out of 1,085

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

3 / 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. Neurocrine Biosciences Inc
         % of fund invested: 1.01%
         $USD invested: $8.29M
  • 2. Novanta Inc
         % of fund invested: 1.07%
         $USD invested: $8.78M
  • 3. IDEX Corp
         % of fund invested: 0.53%
         $USD invested: $4.33M
  • 4. SLB
         % of fund invested: 0.9%
         $USD invested: $7.37M
  • 5. Cytokinetics Inc
         % of fund invested: 1.03%
         $USD invested: $8.45M
  • 6. Parsons Corp
         % of fund invested: 0.59%
         $USD invested: $4.85M
  • 7. Dynatrace Inc Ordinary Shares
         % of fund invested: 2.78%
         $USD invested: $22.87M
  • 8. H.B. Fuller Co
         % of fund invested: 0.88%
         $USD invested: $7.22M
  • 9. Rentokil Initial PLC ADR
         % of fund invested: 0.31%
         $USD invested: $2.59M
  • 10. Confluent Inc Class A
         % of fund invested: 0.87%
         $USD invested: $7.19M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Vaxcyte Inc Ordinary Shares
         % of fund invested: 0.59%
         $USD invested: $4.85M
  • 2. Clearwater Analytics Holdings Inc Class A
         % of fund invested: 1%
         $USD invested: $8.23M
  • 3. Houlihan Lokey Inc Class A
         % of fund invested: 0.77%
         $USD invested: $6.35M
  • 4. Power Integrations Inc
         % of fund invested: 0.72%
         $USD invested: $5.93M
  • 5. Cogent Communications Holdings Inc
         % of fund invested: 0.82%
         $USD invested: $6.71M
  • 6. Openlane Inc
         % of fund invested: 1.85%
         $USD invested: $15.25M
  • 7. Vertex Inc Class A
         % of fund invested: 1.57%
         $USD invested: $12.9M
  • 8. Curtiss-Wright Corp
         % of fund invested: 2.2%
         $USD invested: $18.1M
  • 9. Cactus Inc Class A
         % of fund invested: 0.64%
         $USD invested: $5.27M
  • 10. Enerpac Tool Group Corp Class A
         % of fund invested: 0.27%
         $USD invested: $2.24M

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 Brown Advisory Small-Cap Growth Fund

Totals

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

Holdings — 0 flagged holdings

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