Catalyst Insider Buying Fund

Shareclass
Catalyst Insider Buying C (INSCX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Catalyst Insider Buying Fund

FUND COVERAGE
# of holdings44
% of assets70%
Score
46 / 100
Rank

75.3 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #269 out of 1,085

Grade
B

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

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. Mastercard Inc Class A
         % of fund invested: 2.57%
         $USD invested: $430,446
  • 2. Uber Technologies Inc
         % of fund invested: 2.45%
         $USD invested: $409,587
  • 3. Microsoft Corp
         % of fund invested: 0.24%
         $USD invested: $39,793
  • 4. Raymond James Financial Inc
         % of fund invested: 2.35%
         $USD invested: $392,627
  • 5. Newmont Corp
         % of fund invested: 1.45%
         $USD invested: $241,779
  • 6. Meta Platforms Inc Class A
         % of fund invested: 3%
         $USD invested: $501,901
  • 7. Visa Inc Class A
         % of fund invested: 0.17%
         $USD invested: $28,404
  • 8. Alphabet Inc Class A
         % of fund invested: 0.41%
         $USD invested: $68,730
  • 9. Agnico Eagle Mines Ltd
         % of fund invested: 1.35%
         $USD invested: $225,967
  • 10. Medpace Holdings Inc
         % of fund invested: 2.59%
         $USD invested: $433,127
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. IES Holdings Inc
         % of fund invested: 0.39%
         $USD invested: $65,171
  • 2. Corcept Therapeutics Inc
         % of fund invested: 0.18%
         $USD invested: $29,360
  • 3. Brown & Brown Inc
         % of fund invested: 0.28%
         $USD invested: $46,565
  • 4. StoneX Group Inc
         % of fund invested: 2.82%
         $USD invested: $471,558
  • 5. Qualys Inc
         % of fund invested: 0.24%
         $USD invested: $40,004
  • 6. Blue Owl Capital Inc Ordinary Shares - Class A
         % of fund invested: 0.97%
         $USD invested: $161,844
  • 7. Kinsale Capital Group Inc
         % of fund invested: 2.14%
         $USD invested: $358,086
  • 8. Stride Inc
         % of fund invested: 4.05%
         $USD invested: $676,585
  • 9. Rubrik Inc Class A Shares
         % of fund invested: 0.21%
         $USD invested: $35,836
  • 10. Comfort Systems USA Inc
         % of fund invested: 2.73%
         $USD invested: $455,778

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 Catalyst Insider Buying Fund

Totals

Holdings
Assets
Weight
Prisons
3
$150,123
0.9%
     Prisons high risk
1
$41,600
0.25%
     Private prisons
0
$0
0%
Borders
3
$150,123
0.9%
     Borders high risk
1
$41,600
0.25%
Total
3
$150,123
0.9%
Full fund results

Holdings — 3 flagged holdings

1.
Alphabet Inc Class A
Prisons
Borders
$68,730
0.41%
Prisons
Borders :
$68,730
0.41%
2.
Cellebrite DI Ltd
Prisons
Borders
$41,600
0.25%
Prisons
Borders :
$41,600
0.25%
3.
Microsoft Corp
Prisons
Borders
$39,793
0.24%
Prisons
Borders :
$39,793
0.24%
More from Invest Your Values
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