Crossmark Steward Values-Focused Small-Mid Cap Enhanced Fund
Shareclass
Steward Values Enhanced SmMidCapR6 (SSMOX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Crossmark Steward Values-Focused Small-Mid Cap Enhanced Fund
FUND COVERAGE
# of holdings656
% of assets92%
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
4 / 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. New York Times Co Class A0.26%$443,587
- 2. VF Corp0.25%$435,050
- 3. Coty Inc Class A0.05%$80,049
- 4. Science Applications International Corp0.06%$106,425
- 5. Etsy Inc0.1%$170,689
- 6. Jones Lang LaSalle Inc0.41%$705,730
- 7. The Chemours Co0.06%$112,353
- 8. WEX Inc0.02%$36,862
- 9. Alcoa Corp0.21%$357,646
- 10. The Wendy's Co Class A0.06%$104,516
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TG Therapeutics Inc0.1%$167,584
- 2. EchoStar Corp Class A0.21%$368,895
- 3. Servisfirst Bancshares Inc0.12%$212,519
- 4. Supernus Pharmaceuticals Inc0.08%$135,819
- 5. Axos Financial Inc0.13%$219,921
- 6. RadNet Inc0.15%$262,010
- 7. GameStop Corp Class A0.24%$421,912
- 8. RBC Bearings Inc0.26%$452,736
- 9. Virtu Financial Inc Class A0.06%$101,140
- 10. Viper Energy Inc Ordinary Shares - Class A0.02%$35,506
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 Crossmark Steward Values-Focused Small-Mid Cap Enhanced Fund
Totals
Holdings
Assets
Weight
Prisons
10
$2.28M
1.32%
Prisons high risk
3
$761,518
0.44%
Private prisons
2
$250,222
0.14%
Borders
15
$3.8M
2.2%
Borders high risk
6
$1.53M
0.89%
Total
19
$4.31M
2.49%
Holdings — 19 flagged holdings
1.
First Horizon Corp
:$607,011
0.35%
2.
Aramark
:$511,296
0.3%
3.
KBR Inc
:$442,871
0.26%
4.
AeroVironment Inc
:$368,106
0.21%
5.
CACI International Inc Class A
:$328,696
0.19%
6.
Synovus Financial Corp
:$321,327
0.19%
7.
TransUnion
:$286,192
0.17%
8.
Benchmark Electronics Inc
:$227,946
0.13%
9.
Granite Construction Inc
:$221,603
0.13%
10.
Cal-Maine Foods Inc
$144,067
0.08%
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.
Crossmark Steward Values-Focused Small-Mid Cap Enhanced Fund SSMOX
Environment
Social
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