Mercer US Small/Mid Cap Equity Fund - Mercer Funds
Shareclass
Mercer US Small/Mid Cap Equity Fund Class I (MSCQX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Mercer US Small/Mid Cap Equity Fund - Mercer Funds
FUND COVERAGE
# of holdings379
% of assets92%
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
21 / 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. International Flavors & Fragrances Inc0.25%$4.17M
- 2. Expedia Group Inc0.34%$5.52M
- 3. Science Applications International Corp0.3%$4.92M
- 4. WEX Inc0.38%$6.19M
- 5. Affirm Holdings Inc0.19%$3.16M
- 6. Charles River Laboratories International Inc0.08%$1.33M
- 7. Neurocrine Biosciences Inc0.61%$9.99M
- 8. HubSpot Inc0.16%$2.64M
- 9. Workiva Inc0.09%$1.52M
- 10. Novanta Inc0.24%$3.96M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc0.22%$3.58M
- 2. Core Scientific Inc0.06%$1.01M
- 3. Axos Financial Inc0.17%$2.88M
- 4. Astera Labs Inc0.1%$1.61M
- 5. FTAI Aviation Ltd0.56%$9.27M
- 6. RBC Bearings Inc0.77%$12.67M
- 7. LGI Homes Inc0.13%$2.18M
- 8. IonQ Inc0.08%$1.35M
- 9. ADMA Biologics Inc0.17%$2.85M
- 10. Kratos Defense & Security Solutions Inc0.1%$1.68M
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 Mercer US Small/Mid Cap Equity Fund - Mercer Funds
Totals
Holdings
Assets
Weight
Prisons
9.0
$38.1M
2.31%
Prisons high risk
5.0
$24.49M
1.49%
Private prisons
1.0
$8.63M
0.52%
Borders
11.0
$48.94M
2.97%
Borders high risk
5.0
$27.45M
1.67%
Total
12.0
$50.89M
3.09%
Holdings — 12 flagged holdings
1.
CoreCivic Inc
:$8.63M
0.52%
2.
Textron Inc
:$6.5M
0.39%
3.
CACI International Inc
:$5.05M
0.31%
4.
First Horizon Corp
:$4.95M
0.3%
5.
Science Applications International Corp
:$4.92M
0.3%
6.
TransUnion
:$3.98M
0.24%
7.
Citizens Financial Group Inc
:$3.93M
0.24%
8.
Pinnacle Financial Partners Inc
:$3.47M
0.21%
9.
Axon Enterprise Inc
:$3.47M
0.21%
10.
AeroVironment Inc
:$2.81M
0.17%
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.
Mercer US Small/Mid Cap Equity Fund - Mercer Funds MSCQX
Environment
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