FPA Queens Road Small Cap Value Fund
Shareclass
FPA Queens Road Small Cap Value Instl (QRSIX)
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 FPA Queens Road Small Cap Value Fund
FUND COVERAGE
# of holdings34
% of assets72%
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
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Science Applications International Corp1.87%$20.03M
- 2. PVH Corp2.91%$31.12M
- 3. Deckers Outdoor Corp0.23%$2.41M
- 4. CNO Financial Group Inc2.18%$23.31M
- 5. Graphic Packaging Holding Co0.5%$5.34M
- 6. Arrow Electronics Inc2.6%$27.79M
- 7. TD Synnex Corp4.35%$46.54M
- 8. MSC Industrial Direct Co Inc Class A2.22%$23.82M
- 9. IAC Inc Ordinary Shares - New1.29%$13.84M
- 10. New Jersey Resources Corp2.25%$24.11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Servisfirst Bancshares Inc2.89%$30.98M
- 2. Axos Financial Inc2.56%$27.37M
- 3. Vishay Intertechnology Inc2.38%$25.47M
- 4. Advance Auto Parts Inc1.97%$21.06M
- 5. CSW Industrials Inc0.35%$3.77M
- 6. ePlus Inc0.14%$1.46M
- 7. RLI Corp4.3%$46.06M
- 8. Oshkosh Corp2.85%$30.56M
- 9. Everus Construction Group Inc1.12%$11.96M
- 10. Graco Inc0.64%$6.9M
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 FPA Queens Road Small Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$20.03M
1.87%
Borders high risk
1
$20.03M
1.87%
Total
1
$20.03M
1.87%
Holdings — 1 flagged holdings
1.
Science Applications International Corp
:$20.03M
1.87%
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.
FPA Queens Road Small Cap Value Fund QRSIX
Environment
Social
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