Keeley Small Cap Fund - Teton Westwood Funds

Shareclass
Keeley Small Cap Fund CLASS A (WWSAX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Keeley Small Cap Fund - Teton Westwood Funds

FUND COVERAGE
# of holdings48
% of assets68%
Score
38 / 100
Rank

18.6 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #847 out of 1,038

Grade
F

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

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Huntington Bancshares Inc/OH
         % of fund invested: 2.12%
         $USD invested: $1.52M
  • 2. Teradata Corp
         % of fund invested: 0.64%
         $USD invested: $456,600
  • 3. DENTSPLY SIRONA Inc
         % of fund invested: 0.72%
         $USD invested: $514,350
  • 4. American Eagle Outfitters Inc
         % of fund invested: 3.21%
         $USD invested: $2.3M
  • 5. Old National Bancorp/IN
         % of fund invested: 1.46%
         $USD invested: $1.05M
  • 6. Progress Software Corp
         % of fund invested: 1.2%
         $USD invested: $859,200
  • 7. First Interstate BancSystem Inc
         % of fund invested: 0.76%
         $USD invested: $543,150
  • 8. Trex Co Inc
         % of fund invested: 0.49%
         $USD invested: $350,800
  • 9. Stewart Information Services Corp
         % of fund invested: 2.16%
         $USD invested: $1.55M
  • 10. Omnicell Inc
         % of fund invested: 1.31%
         $USD invested: $937,619
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Supernus Pharmaceuticals Inc
         % of fund invested: 1.59%
         $USD invested: $1.14M
  • 2. Rush Enterprises Inc
         % of fund invested: 2.06%
         $USD invested: $1.48M
  • 3. Advance Auto Parts Inc
         % of fund invested: 1.43%
         $USD invested: $1.03M
  • 4. FormFactor Inc
         % of fund invested: 1.14%
         $USD invested: $816,005
  • 5. OPENLANE Inc
         % of fund invested: 2.95%
         $USD invested: $2.11M
  • 6. Champion Homes Inc
         % of fund invested: 2.33%
         $USD invested: $1.67M
  • 7. Flowserve Corp
         % of fund invested: 2.9%
         $USD invested: $2.08M
  • 8. Glacier Bancorp Inc
         % of fund invested: 0.48%
         $USD invested: $343,369
  • 9. Enerpac Tool Group Corp
         % of fund invested: 1.07%
         $USD invested: $764,800
  • 10. TTM Technologies Inc
         % of fund invested: 1.92%
         $USD invested: $1.38M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Keeley Small Cap Fund - Teton Westwood Funds

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
     Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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