Cambiar SMID Fund
Shareclass
Cambiar SMID Institutional (CAMUX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Cambiar SMID Fund
FUND COVERAGE
# of holdings36
% of assets94%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 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 Inc2.58%$1.52M
- 2. NNN REIT Inc2.8%$1.66M
- 3. Reinsurance Group of America Inc2.67%$1.58M
- 4. Waters Corp2.78%$1.64M
- 5. Pinnacle West Capital Corp2.68%$1.58M
- 6. Amdocs Ltd2.64%$1.56M
- 7. Essential Utilities Inc2.8%$1.65M
- 8. Lazard Inc2.63%$1.55M
- 9. BOK Financial Corp2.45%$1.45M
- 10. Cboe Global Markets Inc2.45%$1.45M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. ACV Auctions Inc Ordinary Shares - Class A2.27%$1.34M
- 2. Gentex Corp2.81%$1.66M
- 3. Globus Medical Inc Class A2.52%$1.49M
- 4. WillScot Holdings Corp Ordinary Shares - Class A2.25%$1.33M
- 5. EPAM Systems Inc2.53%$1.49M
- 6. Americold Realty Trust Inc2.29%$1.35M
- 7. Align Technology Inc2.44%$1.44M
- 8. HF Sinclair Corp2.73%$1.61M
- 9. Prosperity Bancshares Inc2.7%$1.59M
- 10. Littelfuse Inc2.77%$1.63M
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 Cambiar SMID 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%
Holdings — 0 flagged holdings
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.
Cambiar SMID Fund CAMUX
Environment
Social
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