Lord Abbett Micro Cap Growth Fund

Shareclass
Lord Abbett Micro Cap Growth I (LMIYX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Lord Abbett Micro Cap Growth Fund

FUND COVERAGE
# of holdings20
% of assets31%
Score
33 / 100
Rank

UNRANKED

Fund is below coverage threshold

Grade
N/A

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

15 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Huron Consulting Group Inc
         % of fund invested: 1.16%
         $USD invested: $2.11M
  • 2. Warby Parker Inc Ordinary Shares - Class A
         % of fund invested: 0.69%
         $USD invested: $1.27M
  • 3. Arcellx Inc
         % of fund invested: 0.86%
         $USD invested: $1.56M
  • 4. Piper Sandler Cos
         % of fund invested: 1.55%
         $USD invested: $2.83M
  • 5. Mercury Systems Inc
         % of fund invested: 1.65%
         $USD invested: $3M
  • 6. TransMedics Group Inc
         % of fund invested: 0.44%
         $USD invested: $802,536
  • 7. Ambarella Inc
         % of fund invested: 0.79%
         $USD invested: $1.43M
  • 8. Life360 Inc Common Stock
         % of fund invested: 2.93%
         $USD invested: $5.33M
  • 9. Rhythm Pharmaceuticals Inc
         % of fund invested: 2.45%
         $USD invested: $4.45M
  • 10. Calix Inc
         % of fund invested: 2.07%
         $USD invested: $3.77M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Argan Inc
         % of fund invested: 2.69%
         $USD invested: $4.89M
  • 2. Agilysys Inc
         % of fund invested: 1.38%
         $USD invested: $2.51M
  • 3. Scholar Rock Holding Corp
         % of fund invested: 1.62%
         $USD invested: $2.95M
  • 4. Stride Inc
         % of fund invested: 0.99%
         $USD invested: $1.79M
  • 5. OSI Systems Inc
         % of fund invested: 1.88%
         $USD invested: $3.42M
  • 6. Sterling Infrastructure Inc
         % of fund invested: 1.53%
         $USD invested: $2.79M
  • 7. Primoris Services Corp
         % of fund invested: 2.16%
         $USD invested: $3.93M
  • 8. Standex International Corp
         % of fund invested: 1.29%
         $USD invested: $2.35M
  • 9. Hawkins Inc
         % of fund invested: 1.31%
         $USD invested: $2.38M
  • 10. Powell Industries Inc
         % of fund invested: 1.5%
         $USD invested: $2.73M

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 Lord Abbett Micro Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$3.42M
1.88%
     Borders high risk
0
$0
0%
Total
1
$3.42M
1.88%
Full fund results

Holdings — 1 flagged holdings

1.
OSI Systems Inc
Borders
$3.42M
1.88%
Borders :
$3.42M
1.88%
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