FullerThaler Behavioral Small-Mid Core Equity Fund
Shareclass
FullerThaler Behvrl S-M Cor Eq A (FTSAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund FullerThaler Behavioral Small-Mid Core Equity Fund
FUND COVERAGE
# of holdings50
% of assets90%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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. Hologic Inc1.31%$2.89M
- 2. New York Times Co Class A2.27%$5.02M
- 3. Expedia Group Inc2.25%$4.98M
- 4. Science Applications International Corp1.52%$3.37M
- 5. Owens-Corning Inc1.94%$4.28M
- 6. eBay Inc2.57%$5.68M
- 7. NetApp Inc1.37%$3.02M
- 8. Waters Corp0.71%$1.56M
- 9. Medpace Holdings Inc1.9%$4.2M
- 10. Synchrony Financial2.6%$5.74M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Gentex Corp2.52%$5.56M
- 2. Power Integrations Inc0.26%$566,157
- 3. Advance Auto Parts Inc1.77%$3.91M
- 4. Coca-Cola Consolidated Inc2.04%$4.51M
- 5. Brown & Brown Inc1.31%$2.9M
- 6. Steel Dynamics Inc1.4%$3.1M
- 7. Allison Transmission Holdings Inc2.53%$5.6M
- 8. Comfort Systems USA Inc2.76%$6.09M
- 9. The Marzetti Co2.45%$5.4M
- 10. Advanced Energy Industries Inc1.19%$2.62M
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-Mid Core Equity Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$9.04M
4.1%
Borders high risk
2
$9.04M
4.1%
Total
2
$9.04M
4.1%
Holdings — 2 flagged holdings
1.
Leidos Holdings Inc
:$5.68M
2.57%
2.
Science Applications International Corp
:$3.37M
1.52%
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-Mid Core Equity Fund FTSAX
Environment
Social
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