CRM Mid Cap Value Fund

Shareclass
CRM Mid Cap Value Inv (CRMMX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund CRM Mid Cap Value Fund

FUND COVERAGE
# of holdings44
% of assets99%
Score
43 / 100
Rank

59.2 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #444 out of 1,085

Grade
C

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

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 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. Xylem Inc
         % of fund invested: 2.12%
         $USD invested: $6.46M
  • 2. Camden Property Trust
         % of fund invested: 2.7%
         $USD invested: $8.22M
  • 3. Corteva Inc
         % of fund invested: 1.56%
         $USD invested: $4.74M
  • 4. Ciena Corp
         % of fund invested: 2.64%
         $USD invested: $8.04M
  • 5. NiSource Inc
         % of fund invested: 4%
         $USD invested: $12.18M
  • 6. CBRE Group Inc Class A
         % of fund invested: 3.06%
         $USD invested: $9.32M
  • 7. Victoria's Secret & Co
         % of fund invested: 1.67%
         $USD invested: $5.07M
  • 8. CRH PLC
         % of fund invested: 2.6%
         $USD invested: $7.9M
  • 9. Valvoline Inc
         % of fund invested: 1.47%
         $USD invested: $4.46M
  • 10. Vontier Corp Ordinary Shares
         % of fund invested: 3.59%
         $USD invested: $10.94M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Concentra Group Holdings Parent Inc
         % of fund invested: 2.5%
         $USD invested: $7.62M
  • 2. ACV Auctions Inc Ordinary Shares - Class A
         % of fund invested: 2.18%
         $USD invested: $6.63M
  • 3. Matador Resources Co
         % of fund invested: 1.94%
         $USD invested: $5.9M
  • 4. Champion Homes Inc
         % of fund invested: 1.74%
         $USD invested: $5.29M
  • 5. WillScot Holdings Corp Ordinary Shares - Class A
         % of fund invested: 1.35%
         $USD invested: $4.12M
  • 6. Evercore Inc Class A
         % of fund invested: 2.16%
         $USD invested: $6.59M
  • 7. Advanced Drainage Systems Inc
         % of fund invested: 1.94%
         $USD invested: $5.9M
  • 8. Eagle Materials Inc
         % of fund invested: 1.19%
         $USD invested: $3.63M
  • 9. Woodward Inc
         % of fund invested: 2.54%
         $USD invested: $7.74M
  • 10. CCC Intelligent Solutions Holdings Inc
         % of fund invested: 1.72%
         $USD invested: $5.23M

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 CRM Mid Cap Value Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$9.89M
3.25%
     Borders high risk
1
$9.89M
3.25%
Total
1
$9.89M
3.25%
Full fund results

Holdings — 1 flagged holdings

1.
Teledyne Technologies Inc
Borders
$9.89M
3.25%
Borders :
$9.89M
3.25%
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