Kennedy Capital ESG SMID Cap Fund
Shareclass
Kennedy Capital ESG SMID Cap I (KESGX)
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 Kennedy Capital ESG SMID Cap Fund
FUND COVERAGE
# of holdings83
% of assets86%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 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. Hologic Inc1.08%$709,071
- 2. Jones Lang LaSalle Inc0.79%$516,420
- 3. Neurocrine Biosciences Inc0.78%$509,422
- 4. IDEX Corp0.88%$580,083
- 5. Voya Financial Inc1.21%$794,206
- 6. Brunswick Corp0.61%$399,938
- 7. Assurant Inc1.07%$703,064
- 8. Wyndham Hotels & Resorts Inc Ordinary Shares0.99%$646,675
- 9. LPL Financial Holdings Inc1.59%$1.05M
- 10. TD Synnex Corp1.89%$1.24M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Chemed Corp1.02%$670,016
- 2. Globus Medical Inc Class A0.67%$437,338
- 3. Reliance Inc1.49%$977,485
- 4. ESAB Corp0.74%$486,540
- 5. Ryan Specialty Holdings Inc Class A0.77%$506,593
- 6. Boot Barn Holdings Inc1.17%$764,864
- 7. ESCO Technologies Inc1.09%$718,361
- 8. OSI Systems Inc0.75%$493,118
- 9. Neogen Corp0.59%$389,164
- 10. SharkNinja Inc1.13%$741,732
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 Kennedy Capital ESG SMID Cap Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$2.52M
3.83%
Borders high risk
1
$1.24M
1.88%
Total
3
$2.52M
3.83%
Holdings — 3 flagged holdings
1.
Teledyne Technologies Inc
:$1.24M
1.88%
2.
CACI International Inc Class A
:$786,078
1.2%
3.
OSI Systems Inc
:$493,118
0.75%
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.
Kennedy Capital ESG SMID Cap Fund KESGX
Environment
Social
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