Homestead Small Company Stock Fund
Shareclass
Homestead Small Company Stock (HSCSX)
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 Homestead Small Company Stock Fund
FUND COVERAGE
# of holdings45
% of assets93%
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
18 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 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. Cushman & Wakefield PLC1.69%$3.54M
- 2. Medpace Holdings Inc0.86%$1.8M
- 3. Old National Bancorp1.49%$3.13M
- 4. Valvoline Inc0.61%$1.27M
- 5. Q2 Holdings Inc2.78%$5.83M
- 6. YETI Holdings Inc1.43%$3M
- 7. Diodes Inc1.73%$3.63M
- 8. JBT Marel Corp2.28%$4.77M
- 9. Gildan Activewear Inc2.78%$5.83M
- 10. Axcelis Technologies Inc1.14%$2.38M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. ADMA Biologics Inc1.16%$2.42M
- 2. Matador Resources Co0.99%$2.08M
- 3. Verra Mobility Corp Class A1.32%$2.77M
- 4. FB Financial Corp2.69%$5.63M
- 5. Globus Medical Inc Class A2.15%$4.5M
- 6. Openlane Inc2.05%$4.29M
- 7. ESAB Corp3.44%$7.21M
- 8. Permian Resources Corp Class A1.07%$2.23M
- 9. Kinsale Capital Group Inc3.77%$7.9M
- 10. Glacier Bancorp Inc2.31%$4.84M
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 Homestead Small Company Stock Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$5.28M
2.52%
Borders high risk
0
$0
0%
Total
1
$5.28M
2.52%
Holdings — 1 flagged holdings
1.
CACI International Inc Class A
:$5.28M
2.52%
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.
Homestead Small Company Stock Fund HSCSX
Environment
Social
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