Geneva SMID Cap Growth Fund
Shareclass
Geneva SMID Cap Growth Institutional (GCSVX)
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 Geneva SMID Cap Growth Fund
FUND COVERAGE
# of holdings34
% of assets96%
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
5 / 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. HubSpot Inc1.79%$757,368
- 2. Novanta Inc1.65%$696,944
- 3. Keysight Technologies Inc4.07%$1.72M
- 4. Tyler Technologies Inc4.17%$1.77M
- 5. Watsco Inc Ordinary Shares2.73%$1.16M
- 6. Axon Enterprise Inc4.21%$1.78M
- 7. MarketAxess Holdings Inc1%$423,253
- 8. Church & Dwight Co Inc2.53%$1.07M
- 9. Balchem Corp3.3%$1.4M
- 10. CoStar Group Inc3.33%$1.41M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. RBC Bearings Inc4.91%$2.08M
- 2. Ollie's Bargain Outlet Holdings Inc3.13%$1.32M
- 3. Exponent Inc3.24%$1.37M
- 4. Globus Medical Inc Class A1.96%$828,754
- 5. Rollins Inc4.13%$1.75M
- 6. Vertex Inc Class A2.1%$889,961
- 7. Kinsale Capital Group Inc2.84%$1.2M
- 8. Ryan Specialty Holdings Inc Class A2.89%$1.22M
- 9. Advanced Drainage Systems Inc3.26%$1.38M
- 10. EPAM Systems Inc1.32%$558,526
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 Geneva SMID Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$1.78M
4.21%
Prisons high risk
1
$1.78M
4.21%
Private prisons
0
$0
0%
Borders
1
$1.78M
4.21%
Borders high risk
1
$1.78M
4.21%
Total
1
$1.78M
4.21%
Holdings — 1 flagged holdings
1.
Axon Enterprise Inc
:$1.78M
4.21%
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.
Geneva SMID Cap Growth Fund GCSVX
Environment
Social
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