FullerThaler Behavioral Small-Cap Growth Fund
Shareclass
FullerThaler Behavioral Sm-Cp GrInstl (FTXSX)
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 Growth Fund
FUND COVERAGE
# of holdings58
% 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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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. Hasbro Inc1.34%$46.28M
- 2. Charles River Laboratories International Inc1.28%$44.28M
- 3. Workiva Inc Class A1.28%$44.33M
- 4. Lyft Inc Class A1.47%$50.88M
- 5. BioMarin Pharmaceutical Inc0.89%$30.69M
- 6. Halozyme Therapeutics Inc1.9%$65.97M
- 7. Elastic NV1.04%$35.95M
- 8. Merit Medical Systems Inc1%$34.61M
- 9. Axon Enterprise Inc2.57%$89.11M
- 10. Elanco Animal Health Inc1.76%$61.11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A1.25%$43.35M
- 2. Astera Labs Inc2.86%$99.09M
- 3. RadNet Inc0.99%$34.29M
- 4. Kratos Defense & Security Solutions Inc4.06%$140.82M
- 5. Intapp Inc0.75%$25.94M
- 6. Varonis Systems Inc1.34%$46.55M
- 7. DigitalOcean Holdings Inc1.34%$46.34M
- 8. Vertiv Holdings Co Class A2.89%$100.03M
- 9. Freshworks Inc Ordinary Shares Class A0.93%$32.07M
- 10. Five9 Inc0.76%$26.46M
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 Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$89.11M
2.57%
Prisons high risk
1
$89.11M
2.57%
Private prisons
0
$0
0%
Borders
1
$89.11M
2.57%
Borders high risk
1
$89.11M
2.57%
Total
1
$89.11M
2.57%
Holdings — 1 flagged holdings
1.
Axon Enterprise Inc
:$89.11M
2.57%
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 Growth Fund FTXSX
Environment
Social
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