Dana Epiphany Small Cap Equity Fund
Shareclass
Dana Epiphany Small Cap Eq Instl (DSCIX)
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 Dana Epiphany Small Cap Equity Fund
FUND COVERAGE
# of holdings55
% of assets87%
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
19 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 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. Cytokinetics Inc1.16%$366,583
- 2. FTI Consulting Inc1.54%$486,566
- 3. Primerica Inc1.73%$545,742
- 4. Alkermes PLC0.85%$268,350
- 5. Axis Capital Holdings Ltd1.8%$569,435
- 6. LivaNova PLC1.49%$470,215
- 7. e.l.f. Beauty Inc1.53%$483,420
- 8. Verint Systems Inc1.66%$525,406
- 9. Denali Therapeutics Inc0.84%$264,990
- 10. Axsome Therapeutics Inc1.73%$548,104
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TG Therapeutics Inc1.29%$407,960
- 2. Agilysys Inc1.6%$504,358
- 3. Viking Therapeutics Inc0.83%$262,826
- 4. Madrigal Pharmaceuticals Inc1.45%$458,660
- 5. Weatherford International PLC Ordinary Shares - New1.58%$498,581
- 6. FB Financial Corp1.87%$590,064
- 7. Evercore Inc Class A1.92%$607,176
- 8. Chesapeake Utilities Corp1.63%$514,381
- 9. Kontoor Brands Inc1.92%$606,571
- 10. Boot Barn Holdings Inc1.63%$516,052
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 Dana Epiphany Small Cap Equity Fund
Totals
Holdings
Assets
Weight
Prisons
1
$461,259
1.46%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$461,259
1.46%
Borders high risk
0
$0
0%
Total
1
$461,259
1.46%
Holdings — 1 flagged holdings
1.
Pinnacle Financial Partners Inc
:$461,259
1.46%
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.
Dana Epiphany Small Cap Equity Fund DSCIX
Environment
Social
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