Hodges Small Cap Growth Fund
Shareclass
Hodges Small Cap Growth Retail (HDPSX)
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 Hodges Small Cap Growth Fund
FUND COVERAGE
# of holdings32
% of assets77%
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
19 / 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. On Holding AG2.87%$4.42M
- 2. Halozyme Therapeutics Inc2.53%$3.9M
- 3. Taylor Morrison Home Corp3.98%$6.14M
- 4. Commercial Metals Co2.53%$3.91M
- 5. Tower Semiconductor Ltd2.53%$3.9M
- 6. The Hanover Insurance Group Inc2.42%$3.74M
- 7. Academy Sports and Outdoors Inc Ordinary Shares2.9%$4.48M
- 8. Kirby Corp2.57%$3.97M
- 9. Group 1 Automotive Inc2.83%$4.37M
- 10. Texas Roadhouse Inc2.12%$3.28M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Kratos Defense & Security Solutions Inc1.96%$3.02M
- 2. Matador Resources Co5.41%$8.35M
- 3. Varonis Systems Inc1.48%$2.28M
- 4. Alkami Technology Inc1.46%$2.26M
- 5. Cinemark Holdings Inc1.76%$2.72M
- 6. Permian Resources Corp Class A2.65%$4.09M
- 7. Eagle Materials Inc3.27%$5.05M
- 8. RH Class A1.84%$2.84M
- 9. Cleveland-Cliffs Inc2.56%$3.95M
- 10. SharkNinja Inc2.57%$3.96M
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 Hodges Small Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$3.11M
2.02%
Prisons high risk
1
$3.11M
2.02%
Private prisons
1
$3.11M
2.02%
Borders
1
$3.11M
2.02%
Borders high risk
1
$3.11M
2.02%
Total
1
$3.11M
2.02%
Holdings — 1 flagged holdings
1.
The GEO Group Inc
:$3.11M
2.02%
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.
Hodges Small Cap Growth Fund HDPSX
Environment
Social
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