Crawford Small Cap Dividend Fund

Shareclass
Crawford Small Cap Dividend (CDOFX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Crawford Small Cap Dividend Fund

FUND COVERAGE
# of holdings51
% of assets77%
Score
40 / 100
Rank

31.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #744 out of 1,085

Grade
D

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

21 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Black Hills Corp
         % of fund invested: 1.46%
         $USD invested: $4.76M
  • 2. H&R Block Inc
         % of fund invested: 0.91%
         $USD invested: $2.98M
  • 3. H.B. Fuller Co
         % of fund invested: 1.48%
         $USD invested: $4.85M
  • 4. Walker & Dunlop Inc
         % of fund invested: 1.62%
         $USD invested: $5.32M
  • 5. MSC Industrial Direct Co Inc Class A
         % of fund invested: 1.09%
         $USD invested: $3.57M
  • 6. California Water Service Group
         % of fund invested: 0.97%
         $USD invested: $3.19M
  • 7. Lazard Inc
         % of fund invested: 1.61%
         $USD invested: $5.26M
  • 8. Independence Realty Trust Inc
         % of fund invested: 1.85%
         $USD invested: $6.07M
  • 9. The Hanover Insurance Group Inc
         % of fund invested: 2.02%
         $USD invested: $6.6M
  • 10. Perrigo Co PLC
         % of fund invested: 1.71%
         $USD invested: $5.6M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Cognex Corp
         % of fund invested: 1.28%
         $USD invested: $4.2M
  • 2. Power Integrations Inc
         % of fund invested: 1.6%
         $USD invested: $5.23M
  • 3. Interparfums Inc
         % of fund invested: 1.13%
         $USD invested: $3.68M
  • 4. WSFS Financial Corp
         % of fund invested: 1.25%
         $USD invested: $4.1M
  • 5. Moog Inc Class A
         % of fund invested: 2.32%
         $USD invested: $7.6M
  • 6. ESCO Technologies Inc
         % of fund invested: 2.27%
         $USD invested: $7.44M
  • 7. Stag Industrial Inc
         % of fund invested: 1.49%
         $USD invested: $4.86M
  • 8. Cactus Inc Class A
         % of fund invested: 0.96%
         $USD invested: $3.16M
  • 9. J&J Snack Foods Corp
         % of fund invested: 0.9%
         $USD invested: $2.93M
  • 10. Standex International Corp
         % of fund invested: 2.34%
         $USD invested: $7.67M

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 Crawford Small Cap Dividend Fund

Totals

Holdings
Assets
Weight
Prisons
1
$5.49M
1.68%
     Prisons high risk
1
$5.49M
1.68%
     Private prisons
0
$0
0%
Borders
1
$5.49M
1.68%
     Borders high risk
1
$5.49M
1.68%
Total
1
$5.49M
1.68%
Full fund results

Holdings — 1 flagged holdings

1.
Cadre Holdings Inc
Prisons
Borders
$5.49M
1.68%
Prisons
Borders :
$5.49M
1.68%
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