Kennedy Capital Small Cap Growth Fund

Shareclass
Kennedy Capital Small Cap Growth Instl (KGROX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Kennedy Capital Small Cap Growth Fund

FUND COVERAGE
# of holdings54
% of assets76%
Score
36 / 100
Rank

6.0 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1,021 out of 1,085

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

19 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

14 / 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. ASGN Inc
         % of fund invested: 0.6%
         $USD invested: $3,046
  • 2. Halozyme Therapeutics Inc
         % of fund invested: 0.51%
         $USD invested: $2,601
  • 3. Planet Fitness Inc Class A
         % of fund invested: 2.52%
         $USD invested: $12,868
  • 4. Parsons Corp
         % of fund invested: 1.04%
         $USD invested: $5,311
  • 5. JFrog Ltd Ordinary Shares
         % of fund invested: 2.28%
         $USD invested: $11,628
  • 6. CyberArk Software Ltd
         % of fund invested: 2.23%
         $USD invested: $11,393
  • 7. LivaNova PLC
         % of fund invested: 0.81%
         $USD invested: $4,142
  • 8. Tetra Tech Inc
         % of fund invested: 1.58%
         $USD invested: $8,055
  • 9. AAON Inc
         % of fund invested: 1.26%
         $USD invested: $6,416
  • 10. Crane Co
         % of fund invested: 1.79%
         $USD invested: $9,115
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Axos Financial Inc
         % of fund invested: 1.65%
         $USD invested: $8,440
  • 2. Astera Labs Inc
         % of fund invested: 1.47%
         $USD invested: $7,505
  • 3. Viking Therapeutics Inc
         % of fund invested: 0.31%
         $USD invested: $1,590
  • 4. Intapp Inc
         % of fund invested: 0.88%
         $USD invested: $4,491
  • 5. ACV Auctions Inc Ordinary Shares - Class A
         % of fund invested: 1.31%
         $USD invested: $6,699
  • 6. Scholar Rock Holding Corp
         % of fund invested: 0.56%
         $USD invested: $2,834
  • 7. Edgewise Therapeutics Inc
         % of fund invested: 0.36%
         $USD invested: $1,835
  • 8. UFP Industries Inc
         % of fund invested: 1.19%
         $USD invested: $6,061
  • 9. BGC Group Inc Ordinary Shares Class A
         % of fund invested: 1.14%
         $USD invested: $5,800
  • 10. Freshworks Inc Ordinary Shares Class A
         % of fund invested: 1.27%
         $USD invested: $6,471

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 Kennedy Capital Small Cap Growth 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%
Full fund results

Holdings — 0 flagged holdings

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