Nicholas Partners Small Cap Growth Fund

Shareclass
Nicholas Partners Small Cap Gr Instl (NPSGX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Nicholas Partners Small Cap Growth Fund

FUND COVERAGE
# of holdings61
% of assets74%
Score
34 / 100
Rank

0.8 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1,077 out of 1,085

Grade
F

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

17 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

14 / 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. Cytokinetics Inc
         % of fund invested: 0.52%
         $USD invested: $690,023
  • 2. CommVault Systems Inc
         % of fund invested: 1.09%
         $USD invested: $1.45M
  • 3. Western Alliance Bancorp
         % of fund invested: 1.62%
         $USD invested: $2.16M
  • 4. Norwegian Cruise Line Holdings Ltd
         % of fund invested: 1.56%
         $USD invested: $2.09M
  • 5. Arcellx Inc
         % of fund invested: 0.72%
         $USD invested: $954,577
  • 6. Crane Co
         % of fund invested: 0.8%
         $USD invested: $1.07M
  • 7. Palomar Holdings Inc
         % of fund invested: 0.49%
         $USD invested: $652,983
  • 8. Wix.com Ltd
         % of fund invested: 0.77%
         $USD invested: $1.02M
  • 9. Uranium Energy Corp
         % of fund invested: 0.85%
         $USD invested: $1.14M
  • 10. Axsome Therapeutics Inc
         % of fund invested: 0.7%
         $USD invested: $930,793
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Construction Partners Inc Class A
         % of fund invested: 2.36%
         $USD invested: $3.14M
  • 2. Core Scientific Inc Ordinary Shares - New
         % of fund invested: 0.51%
         $USD invested: $685,218
  • 3. Astera Labs Inc
         % of fund invested: 1.35%
         $USD invested: $1.81M
  • 4. FTAI Aviation Ltd
         % of fund invested: 1.46%
         $USD invested: $1.95M
  • 5. Nuvalent Inc Class A
         % of fund invested: 1%
         $USD invested: $1.33M
  • 6. BridgeBio Pharma Inc
         % of fund invested: 1.62%
         $USD invested: $2.15M
  • 7. Kratos Defense & Security Solutions Inc
         % of fund invested: 3.86%
         $USD invested: $5.14M
  • 8. Seacoast Banking Corp of Florida
         % of fund invested: 0.87%
         $USD invested: $1.17M
  • 9. ADMA Biologics Inc
         % of fund invested: 0.25%
         $USD invested: $339,819
  • 10. Kymera Therapeutics Inc Ordinary Shares
         % of fund invested: 0.44%
         $USD invested: $581,565

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 Nicholas Partners Small Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$2.22M
1.67%
     Borders high risk
0
$0
0%
Total
1
$2.22M
1.67%
Full fund results

Holdings — 1 flagged holdings

1.
OSI Systems Inc
Borders
$2.22M
1.67%
Borders :
$2.22M
1.67%
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