Congress Small Cap Growth Fund
Shareclass
Congress Small Cap Growth Institutional (CSMCX)
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 Congress Small Cap Growth Fund
FUND COVERAGE
# of holdings38
% 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
18 / 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. Novanta Inc2.14%$34.05M
- 2. CommVault Systems Inc2.84%$45.31M
- 3. Merit Medical Systems Inc1.93%$30.8M
- 4. Balchem Corp1.93%$30.76M
- 5. YETI Holdings Inc1.41%$22.4M
- 6. JBT Marel Corp2.25%$35.81M
- 7. InterDigital Inc4.33%$69.05M
- 8. ACI Worldwide Inc2.52%$40.11M
- 9. Box Inc Class A2.18%$34.69M
- 10. CarGurus Inc Class A2.52%$40.12M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. UFP Technologies Inc1.75%$27.94M
- 2. Power Integrations Inc0.86%$13.65M
- 3. Ollie's Bargain Outlet Holdings Inc2.64%$42.09M
- 4. Cohen & Steers Inc1.46%$23.29M
- 5. Crane NXT Co2.67%$42.59M
- 6. Champion Homes Inc2.52%$40.09M
- 7. CSW Industrials Inc1.75%$27.92M
- 8. Vericel Corp1.6%$25.49M
- 9. Sterling Infrastructure Inc4.14%$65.9M
- 10. Boot Barn Holdings Inc2.65%$42.26M
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 Congress Small Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$62.98M
3.95%
Borders high risk
0
$0
0%
Total
1
$62.98M
3.95%
Holdings — 1 flagged holdings
1.
AeroVironment Inc
:$62.98M
3.95%
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.
Congress Small Cap Growth Fund CSMCX
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