Macquarie Small Cap Core Fund
Shareclass
Macquarie Small Cap Core R6 (DCZRX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Macquarie Small Cap Core Fund
FUND COVERAGE
# of holdings111
% of assets84%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 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 A0.7%$47.79M
- 2. NorthWestern Energy Group Inc0.81%$55M
- 3. ASGN Inc0.83%$56.2M
- 4. Black Hills Corp0.81%$55.18M
- 5. Halozyme Therapeutics Inc0.89%$60.17M
- 6. Essential Properties Realty Trust Inc0.73%$49.45M
- 7. CNO Financial Group Inc1.09%$73.87M
- 8. Cushman & Wakefield PLC1.09%$73.93M
- 9. Merit Medical Systems Inc1.05%$71.32M
- 10. Adtalem Global Education Inc0.11%$7.28M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Construction Partners Inc Class A1.55%$105.28M
- 2. Supernus Pharmaceuticals Inc1.27%$86.44M
- 3. FTAI Aviation Ltd0.74%$50.28M
- 4. IonQ Inc Class A0.26%$17.59M
- 5. BridgeBio Pharma Inc1.16%$79.17M
- 6. Kratos Defense & Security Solutions Inc0.22%$15.04M
- 7. MARA Holdings Inc0.13%$8.86M
- 8. Varonis Systems Inc1.51%$102.97M
- 9. Clearwater Analytics Holdings Inc Class A0.38%$26.13M
- 10. Renasant Corp0.97%$65.64M
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 Macquarie Small Cap Core Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$6.05M
0.09%
Borders high risk
0
$0
0%
Total
1
$6.05M
0.09%
Holdings — 1 flagged holdings
1.
AeroVironment Inc
:$6.05M
0.09%
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.
Macquarie Small Cap Core Fund DCZRX
Environment
Social
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