Madison Mid Cap Fund

Shareclass
Madison Mid Cap Y (GTSGX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Madison Mid Cap Fund

FUND COVERAGE
# of holdings33
% of assets96%
Score
43 / 100
Rank

54.2 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #498 out of 1,085

Grade
C

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

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 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. Arch Capital Group Ltd
         % of fund invested: 7.3%
         $USD invested: $163.1M
  • 2. Waters Corp
         % of fund invested: 2.2%
         $USD invested: $49.15M
  • 3. Medpace Holdings Inc
         % of fund invested: 3.55%
         $USD invested: $79.3M
  • 4. Gartner Inc
         % of fund invested: 3.43%
         $USD invested: $76.59M
  • 5. Arista Networks Inc
         % of fund invested: 1.93%
         $USD invested: $43.2M
  • 6. Labcorp Holdings Inc
         % of fund invested: 3.75%
         $USD invested: $83.78M
  • 7. Lithia Motors Inc Class A
         % of fund invested: 2.13%
         $USD invested: $47.69M
  • 8. Trex Co Inc
         % of fund invested: 2.33%
         $USD invested: $52.19M
  • 9. Amphenol Corp Class A
         % of fund invested: 7.13%
         $USD invested: $159.46M
  • 10. CDW Corp
         % of fund invested: 3.81%
         $USD invested: $85.1M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 2.05%
         $USD invested: $45.82M
  • 2. Brown & Brown Inc
         % of fund invested: 4.19%
         $USD invested: $93.73M
  • 3. PACCAR Inc
         % of fund invested: 3.82%
         $USD invested: $85.43M
  • 4. Kinsale Capital Group Inc
         % of fund invested: 1.65%
         $USD invested: $36.78M
  • 5. Glacier Bancorp Inc
         % of fund invested: 1.2%
         $USD invested: $26.73M
  • 6. WR Berkley Corp
         % of fund invested: 3.29%
         $USD invested: $73.62M
  • 7. Graco Inc
         % of fund invested: 1%
         $USD invested: $22.44M
  • 8. Teledyne Technologies Inc
         % of fund invested: 3.1%
         $USD invested: $69.26M
  • 9. Microchip Technology Inc
         % of fund invested: 2.22%
         $USD invested: $49.56M
  • 10. Thor Industries Inc
         % of fund invested: 2.72%
         $USD invested: $60.79M

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 Madison Mid Cap Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$69.26M
3.1%
     Borders high risk
1
$69.26M
3.1%
Total
1
$69.26M
3.1%
Full fund results

Holdings — 1 flagged holdings

1.
Teledyne Technologies Inc
Borders
$69.26M
3.1%
Borders :
$69.26M
3.1%
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