FullerThaler Behavioral Small-Cap Equity Fund
Shareclass
FullerThaler Behavioral Sm-Cp Eq Inv (FTHNX)
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 FullerThaler Behavioral Small-Cap Equity Fund
FUND COVERAGE
# of holdings106
% of assets91%
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
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. Ralph Lauren Corp Class A0.85%$86.69M
- 2. Science Applications International Corp1.2%$123.37M
- 3. Hasbro Inc0.91%$93.34M
- 4. Crocs Inc1.32%$135M
- 5. Ziff Davis Inc0.17%$17.09M
- 6. Deckers Outdoor Corp0.12%$12.5M
- 7. H&R Block Inc2.26%$231.13M
- 8. Parsons Corp0.71%$72.78M
- 9. Graphic Packaging Holding Co0.17%$17.89M
- 10. Primerica Inc0.67%$68.3M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Alpha Metallurgical Resources Inc0.14%$14.68M
- 2. Mueller Industries Inc0.36%$36.53M
- 3. Weatherford International PLC Ordinary Shares - New0.83%$84.79M
- 4. Chemed Corp0.71%$73M
- 5. AutoNation Inc0.34%$35.13M
- 6. Crane NXT Co0.17%$17.27M
- 7. Federated Hermes Inc Class B1.16%$118.79M
- 8. Evercore Inc Class A0.95%$97.4M
- 9. Stride Inc0.35%$35.62M
- 10. Sterling Infrastructure Inc3.09%$316.73M
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 FullerThaler Behavioral Small-Cap Equity Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$195.79M
1.91%
Borders high risk
1
$123.37M
1.2%
Total
2
$195.79M
1.91%
Holdings — 2 flagged holdings
1.
Science Applications International Corp
:$123.37M
1.2%
2.
CACI International Inc Class A
:$72.42M
0.71%
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.
FullerThaler Behavioral Small-Cap Equity Fund FTHNX
Environment
Social
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