Carillon Chartwell Mid Cap Value Fund
Shareclass
Carillon Chartwell Mid Cap Value A (BERAX)
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 Carillon Chartwell Mid Cap Value Fund
FUND COVERAGE
# of holdings48
% of assets99%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Hologic Inc2.25%$472,228
- 2. Expedia Group Inc1.81%$380,475
- 3. Jones Lang LaSalle Inc2.2%$462,931
- 4. Keysight Technologies Inc2.38%$500,446
- 5. CAE Inc2.73%$573,949
- 6. Electronic Arts Inc2.4%$504,653
- 7. nVent Electric PLC2.12%$446,839
- 8. Humana Inc1.88%$395,458
- 9. CMS Energy Corp2.16%$455,018
- 10. Synchrony Financial1.82%$382,178
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Weatherford International PLC Ordinary Shares - New1.59%$335,307
- 2. Globus Medical Inc Class A2.14%$450,314
- 3. Advanced Drainage Systems Inc2.18%$458,404
- 4. The Middleby Corp2.51%$527,067
- 5. Axalta Coating Systems Ltd2.02%$425,350
- 6. A.O. Smith Corp2.28%$479,808
- 7. Align Technology Inc1.48%$311,046
- 8. CubeSmart1.53%$321,946
- 9. Littelfuse Inc2.87%$602,716
- 10. Tyson Foods Inc Class A1.78%$374,453
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 Carillon Chartwell Mid Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
3
$1.29M
6.11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$516,638
2.46%
Borders high risk
0
$0
0%
Total
3
$1.29M
6.11%
Holdings — 3 flagged holdings
1.
First Horizon Corp
:$516,638
2.46%
2.
Restaurant Brands International Inc
$394,140
1.87%
3.
Tyson Foods Inc Class A
$374,453
1.78%
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.
Carillon Chartwell Mid Cap Value Fund BERAX
Environment
Social
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