Macquarie Small Cap Growth Fund
Shareclass
Macquarie Small Cap Growth A (WSGAX)
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 Growth Fund
FUND COVERAGE
# of holdings61
% of assets72%
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. Workiva Inc Class A0.44%$4.89M
- 2. Huron Consulting Group Inc1.18%$13.2M
- 3. APA Corp0.46%$5.18M
- 4. Western Alliance Bancorp1.37%$15.28M
- 5. ATI Inc1.03%$11.44M
- 6. Q2 Holdings Inc0.6%$6.69M
- 7. Catalyst Pharmaceuticals Inc0.96%$10.68M
- 8. Palomar Holdings Inc0.91%$10.19M
- 9. Trex Co Inc0.68%$7.58M
- 10. Hims & Hers Health Inc Ordinary Shares - Class A0.29%$3.28M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Construction Partners Inc Class A1.72%$19.17M
- 2. SoundHound AI Inc Ordinary Shares - Class A0.11%$1.2M
- 3. FTAI Aviation Ltd1.3%$14.53M
- 4. Agilysys Inc1.37%$15.3M
- 5. ADMA Biologics Inc1.32%$14.67M
- 6. Seacoast Banking Corp of Florida1.2%$13.38M
- 7. Houlihan Lokey Inc Class A1.63%$18.22M
- 8. Clearwater Analytics Holdings Inc Class A1.43%$15.89M
- 9. Ollie's Bargain Outlet Holdings Inc1.94%$21.58M
- 10. Vericel Corp1.37%$15.28M
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 Growth Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$38.99M
3.5%
Borders high risk
0
$0
0%
Total
2
$38.99M
3.5%
Holdings — 2 flagged holdings
1.
OSI Systems Inc
:$32.76M
2.94%
2.
AeroVironment Inc
:$6.23M
0.56%
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 Growth Fund WSGAX
Environment
Social
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