Cromwell Greenspring Mid Cap Fund

Shareclass
Cromwell Greenspring Mid Cap Instl (GRSPX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Cromwell Greenspring Mid Cap Fund

FUND COVERAGE
# of holdings44
% of assets90%
Score
48 / 100
Rank

82.9 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #186 out of 1,085

Grade
A

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

18 / 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. Kenvue Inc
         % of fund invested: 1.47%
         $USD invested: $1.82M
  • 2. Republic Services Inc
         % of fund invested: 8.3%
         $USD invested: $10.24M
  • 3. nVent Electric PLC
         % of fund invested: 1.6%
         $USD invested: $1.97M
  • 4. Visa Inc Class A
         % of fund invested: 0.51%
         $USD invested: $632,577
  • 5. Chubb Ltd
         % of fund invested: 0.97%
         $USD invested: $1.19M
  • 6. DuPont de Nemours Inc
         % of fund invested: 2.98%
         $USD invested: $3.68M
  • 7. Ziff Davis Inc
         % of fund invested: 1.76%
         $USD invested: $2.17M
  • 8. KBR Inc
         % of fund invested: 6.42%
         $USD invested: $7.93M
  • 9. Alphabet Inc Class C
         % of fund invested: 2.29%
         $USD invested: $2.83M
  • 10. T-Mobile US Inc
         % of fund invested: 1.72%
         $USD invested: $2.12M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Primo Brands Corp Ordinary Shares - Class A
         % of fund invested: 3.39%
         $USD invested: $4.19M
  • 2. Rush Enterprises Inc Class B
         % of fund invested: 0.81%
         $USD invested: $994,974
  • 3. Rush Enterprises Inc Class A
         % of fund invested: 0.77%
         $USD invested: $953,851
  • 4. WSFS Financial Corp
         % of fund invested: 1.39%
         $USD invested: $1.72M
  • 5. Advanced Drainage Systems Inc
         % of fund invested: 1.34%
         $USD invested: $1.65M
  • 6. Nextracker Inc Ordinary Shares - Class A
         % of fund invested: 2.93%
         $USD invested: $3.62M
  • 7. WR Berkley Corp
         % of fund invested: 4.43%
         $USD invested: $5.47M
  • 8. MYR Group Inc
         % of fund invested: 6.53%
         $USD invested: $8.07M
  • 9. NextEra Energy Inc
         % of fund invested: 1.08%
         $USD invested: $1.34M
  • 10. Darling Ingredients Inc
         % of fund invested: 0.1%
         $USD invested: $118,232

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 Cromwell Greenspring Mid Cap Fund

Totals

Holdings
Assets
Weight
Prisons
3
$5.32M
4.31%
     Prisons high risk
1
$1.79M
1.45%
     Private prisons
0
$0
0%
Borders
4
$13.24M
11%
     Borders high risk
2
$9.72M
7.87%
Total
4
$13.24M
11%
Full fund results

Holdings — 4 flagged holdings

1.
KBR Inc
Borders
$7.93M
6.42%
Borders :
$7.93M
6.42%
2.
Alphabet Inc Class C
Prisons
Borders
$2.83M
2.29%
Prisons
Borders :
$2.83M
2.29%
3.
Cadre Holdings Inc
Prisons
Borders
$1.79M
1.45%
Prisons
Borders :
$1.79M
1.45%
4.
Amazon.com Inc
Prisons
Borders
$695,378
0.56%
Prisons
Borders :
$695,378
0.56%
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