Cullen Small Cap Value Fund - Cullen Funds
Shareclass
Cullen Small Cap Value Fund Retail Class (CUSRX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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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 Cullen Small Cap Value Fund - Cullen Funds
FUND COVERAGE
# of holdings25
% of assets67%
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
3 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Portland General Electric Co1.26%$120,070
- 2. Crocs Inc1.17%$111,004
- 3. Under Armour Inc0.95%$90,480
- 4. Carter's Inc1.33%$126,249
- 5. Korn Ferry1.21%$115,204
- 6. First Horizon Corp4.7%$447,455
- 7. Cousins Properties Inc3.96%$376,903
- 8. First Interstate BancSystem Inc1.9%$181,477
- 9. Coterra Energy Inc1.63%$155,156
- 10. PennyMac Financial Services Inc2.04%$194,332
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viper Energy Inc2.16%$206,168
- 2. Simmons First National Corp3.33%$316,981
- 3. Highwoods Properties Inc2.92%$277,900
- 4. Enterprise Financial Services Corp2.86%$272,214
- 5. SOUTHSTATE BANK CORP2.76%$263,319
- 6. Civitas Resources Inc1.29%$122,961
- 7. Quaker Chemical Corp3.36%$319,932
- 8. M/I Homes Inc4.47%$425,561
- 9. Ameris Bancorp2.07%$197,038
- 10. Avient Corp3.91%$372,287
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 Cullen Small Cap Value Fund - Cullen Funds
Totals
Holdings
Assets
Weight
Prisons
1.0
$447,456
4.7%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$447,456
4.7%
Borders high risk
0.0
$0
0%
Total
1.0
$447,456
4.7%
Holdings — 1 flagged holdings
1.
First Horizon Corp
:$447,455
4.7%
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.
Cullen Small Cap Value Fund - Cullen Funds CUSRX
Environment
Social
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