Kennedy Capital Small Cap Growth Fund - INVESTMENT MANAGERS SERIES TRUST II
Shareclass
Kennedy Capital Small Cap Growth Fund Institutional Class Shares (KGROX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Kennedy Capital Small Cap Growth Fund - INVESTMENT MANAGERS SERIES TRUST II
FUND COVERAGE
# of holdings53
% of assets73%
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
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Halozyme Therapeutics Inc0.43%$2,490
- 2. Planet Fitness Inc2.32%$13,450
- 3. Parsons Corp1.12%$6,489
- 4. JFrog Ltd3%$17,363
- 5. Tetra Tech Inc1.36%$7,881
- 6. AAON Inc1.2%$6,938
- 7. Crane Co1.62%$9,405
- 8. Catalyst Pharmaceuticals Inc0.64%$3,711
- 9. Axsome Therapeutics Inc0.98%$5,661
- 10. SiTime Corp1.89%$10,948
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Astera Labs Inc1.87%$10,813
- 2. Axos Financial Inc1.73%$9,994
- 3. Intapp Inc1.04%$6,048
- 4. Scholar Rock Holding Corp0.64%$3,700
- 5. Edgewise Therapeutics Inc0.63%$3,622
- 6. UFP Industries Inc0.99%$5,736
- 7. BGC Group Inc0.92%$5,304
- 8. Freshworks Inc0.96%$5,573
- 9. Wingstop Inc1.44%$8,347
- 10. Globus Medical Inc2.28%$13,183
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 Small Cap Growth Fund - INVESTMENT MANAGERS SERIES TRUST II
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%
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.
Kennedy Capital Small Cap Growth Fund - INVESTMENT MANAGERS SERIES TRUST II KGROX
Environment
Social
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