Carillon Chartwell Small Cap Fund
Shareclass
Carillon Chartwell Small Cap C (CSSJX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
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 Carillon Chartwell Small Cap Fund
FUND COVERAGE
# of holdings71
% of assets86%
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
17 / 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
Top 10 holdings by Gender Equality score
- 1. GitLab Inc Class A0.65%$1.48M
- 2. Parsons Corp1.12%$2.57M
- 3. Walker & Dunlop Inc0.5%$1.14M
- 4. CommVault Systems Inc1.3%$2.98M
- 5. Merit Medical Systems Inc2.47%$5.66M
- 6. First Horizon Corp1.94%$4.44M
- 7. Ryman Hospitality Properties Inc1.07%$2.45M
- 8. Q2 Holdings Inc0.68%$1.56M
- 9. e.l.f. Beauty Inc0.8%$1.84M
- 10. Gulfport Energy Corp Ordinary Shares (New)1.16%$2.65M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. AST SpaceMobile Inc Ordinary Shares - Class A0.27%$607,758
- 2. Core Scientific Inc Ordinary Shares - New0.2%$450,491
- 3. Axos Financial Inc1.23%$2.82M
- 4. FTAI Aviation Ltd1.86%$4.26M
- 5. RadNet Inc1.48%$3.39M
- 6. IonQ Inc Class A0.66%$1.51M
- 7. BridgeBio Pharma Inc0.79%$1.8M
- 8. ADMA Biologics Inc0.8%$1.83M
- 9. Viking Therapeutics Inc0.6%$1.37M
- 10. Talen Energy Corp Ordinary Shares New1.53%$3.5M
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 Small Cap Fund
Totals
Holdings
Assets
Weight
Prisons
2
$7.37M
3.22%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$12.63M
5.52%
Borders high risk
0
$0
0%
Total
3
$12.63M
5.52%
Holdings — 3 flagged holdings
1.
AeroVironment Inc
:$5.26M
2.3%
2.
First Horizon Corp
:$4.44M
1.94%
3.
Pinnacle Financial Partners Inc
:$2.93M
1.28%
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 Small Cap Fund CSSJX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer