Loomis Sayles Small Cap Growth Fund
Shareclass
Loomis Sayles Small Cap Growth Retail (LCGRX)
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 Loomis Sayles Small Cap Growth Fund
FUND COVERAGE
# of holdings72
% of assets81%
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
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. Workiva Inc Class A0.67%$14.86M
- 2. Huron Consulting Group Inc1.11%$24.44M
- 3. CommVault Systems Inc1.46%$32.17M
- 4. Alkermes PLC1.06%$23.36M
- 5. Merit Medical Systems Inc0.49%$10.84M
- 6. JFrog Ltd Ordinary Shares0.73%$16.18M
- 7. Glaukos Corp0.64%$14.21M
- 8. Warby Parker Inc Ordinary Shares - Class A1.14%$25.12M
- 9. ATI Inc1.39%$30.68M
- 10. YETI Holdings Inc0.74%$16.3M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Construction Partners Inc Class A1.99%$44.04M
- 2. Supernus Pharmaceuticals Inc1.13%$24.92M
- 3. RadNet Inc1.51%$33.47M
- 4. RBC Bearings Inc1.61%$35.61M
- 5. Kratos Defense & Security Solutions Inc1.89%$41.87M
- 6. Patrick Industries Inc1.35%$29.8M
- 7. Agilysys Inc0.99%$21.87M
- 8. Intapp Inc0.38%$8.5M
- 9. Scholar Rock Holding Corp0.69%$15.22M
- 10. ACV Auctions Inc Ordinary Shares - Class A0.49%$10.85M
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 Loomis Sayles Small Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$11.99M
0.54%
Prisons high risk
1
$11.99M
0.54%
Private prisons
0
$0
0%
Borders
2
$42.55M
1.93%
Borders high risk
1
$11.99M
0.54%
Total
2
$42.55M
1.93%
Holdings — 2 flagged holdings
1.
OSI Systems Inc
:$30.56M
1.38%
2.
Cadre Holdings Inc
:$11.99M
0.54%
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.
Loomis Sayles Small Cap Growth Fund LCGRX
Environment
Social
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