Cullen Small Cap Value Fund
Shareclass
Cullen Small Cap Value I (CUSIX)
Type
Open-end mutual fund
Manager
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
FUND COVERAGE
# of holdings23
% of assets70%
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
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. Portland General Electric Co2.08%$196,405
- 2. Crocs Inc2.82%$266,974
- 3. Under Armour Inc Class C1.39%$131,027
- 4. Korn Ferry4.41%$417,028
- 5. Carter's Inc0.49%$46,340
- 6. First Horizon Corp6.37%$602,398
- 7. Cousins Properties Inc4.97%$470,210
- 8. First Interstate BancSystem Inc1.95%$184,679
- 9. Coterra Energy Inc Ordinary Shares1.94%$183,218
- 10. PennyMac Financial Services Inc Class A3.53%$333,794
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viper Energy Inc Ordinary Shares - Class A2.37%$224,319
- 2. Simmons First National Corp Class A3.29%$310,906
- 3. Highwoods Properties Inc3.79%$358,343
- 4. Enterprise Financial Services Corp3.92%$370,548
- 5. SouthState Bank Corp3.21%$303,699
- 6. Civitas Resources Inc Ordinary Shares0.77%$73,148
- 7. M/I Homes Inc3.82%$360,914
- 8. Ameris Bancorp4.18%$395,446
- 9. Marriott Vacations Worldwide Corp4.94%$466,978
- 10. Helmerich & Payne Inc0.51%$48,588
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
Totals
Holdings
Assets
Weight
Prisons
1
$602,398
6.37%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$602,398
6.37%
Borders high risk
0
$0
0%
Total
1
$602,398
6.37%
Holdings — 1 flagged holdings
1.
First Horizon Corp
:$602,398
6.37%
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 CUSIX
Environment
Social
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