JAMES MICRO CAP FUND - JAMES ADVANTAGE FUNDS
Shareclass
JAMES MICRO CAP FUND (JMCRX)
Type
Open-end mutual fund
Manager
Filing
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 JAMES MICRO CAP FUND - JAMES ADVANTAGE FUNDS
FUND COVERAGE
# of holdings27
% of assets46%
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
13 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Nelnet Inc2.78%$750,692
- 2. ArcBest Corp1.45%$392,094
- 3. Concentrix Corp0.82%$221,455
- 4. Axcelis Technologies Inc1.01%$273,798
- 5. Century Communities Inc1.02%$276,689
- 6. Clearway Energy Inc0.9%$243,862
- 7. Piper Sandler Cos2.92%$789,146
- 8. Modine Manufacturing Co2.01%$544,453
- 9. Innospec Inc0.8%$215,919
- 10. Bancorp Inc/The1.72%$465,888
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Argan Inc0.73%$196,764
- 2. Patrick Industries Inc2.43%$657,736
- 3. Enova International Inc6.56%$1.77M
- 4. UFP Technologies Inc0.98%$264,881
- 5. Spectrum Brands Holdings Inc0.35%$94,646
- 6. Sterling Infrastructure Inc0.68%$184,962
- 7. Boise Cascade Co0.68%$184,000
- 8. ePlus Inc1.49%$403,420
- 9. Federal Agricultural Mortgage Corp2.86%$773,561
- 10. LeMaitre Vascular Inc0.65%$175,581
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 JAMES MICRO CAP FUND - JAMES ADVANTAGE FUNDS
Totals
Holdings
Assets
Weight
Prisons
1.0
$123,979
0.46%
Prisons high risk
1.0
$123,979
0.46%
Private prisons
1.0
$123,979
0.46%
Borders
1.0
$123,979
0.46%
Borders high risk
1.0
$123,979
0.46%
Total
1.0
$123,979
0.46%
Holdings — 1 flagged holdings
1.
GEO Group Inc/The
:$123,978
0.46%
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.
JAMES MICRO CAP FUND - JAMES ADVANTAGE FUNDS JMCRX
Environment
Social
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