Keeley Small Cap Fund
Shareclass
Keeley Small Cap Fund AAA (WESCX)
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 Keeley Small Cap Fund
FUND COVERAGE
# of holdings43
% of assets60%
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
17 / 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
Top 10 holdings by Gender Equality score
- 1. Teradata Corp0.76%$502,847
- 2. Dentsply Sirona Inc0.83%$549,921
- 3. American Eagle Outfitters Inc1.37%$906,866
- 4. Old National Bancorp1.51%$1M
- 5. Progress Software Corp1.34%$888,856
- 6. First Interstate BancSystem Inc0.68%$452,572
- 7. Stewart Information Services Corp1.96%$1.3M
- 8. Omnicell Inc1.08%$717,544
- 9. Kennametal Inc0.76%$502,904
- 10. Worthington Enterprises Inc1.36%$899,883
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Supernus Pharmaceuticals Inc0.84%$554,612
- 2. Rush Enterprises Inc Class A2.13%$1.41M
- 3. Advance Auto Parts Inc1.87%$1.24M
- 4. FormFactor Inc0.6%$400,270
- 5. Openlane Inc2.62%$1.74M
- 6. Champion Homes Inc1.87%$1.24M
- 7. Flowserve Corp2.01%$1.33M
- 8. Glacier Bancorp Inc0.51%$335,886
- 9. Enerpac Tool Group Corp Class A0.55%$362,046
- 10. TTM Technologies Inc2.96%$1.96M
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 Keeley Small Cap Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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.
Keeley Small Cap Fund WESCX
Environment
Social
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