Nomura Small Cap Core Fund - Delaware Group

Shareclass
Nomura Small Cap Core Fund Institutional Class (DCCIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Nomura Small Cap Core Fund - Delaware Group

FUND COVERAGE
# of holdings110
% of assets83%
Score
39 / 100
Rank

29.1 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #738 out of 1,038

Grade
D

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Workiva Inc
         % of fund invested: 0.52%
         $USD invested: $29.6M
  • 2. Northwestern Energy Group Inc
         % of fund invested: 0.92%
         $USD invested: $52.46M
  • 3. ASGN Inc
         % of fund invested: 0.61%
         $USD invested: $34.84M
  • 4. Black Hills Corp
         % of fund invested: 0.93%
         $USD invested: $53.28M
  • 5. Halozyme Therapeutics Inc
         % of fund invested: 0.78%
         $USD invested: $44.84M
  • 6. Essential Properties Realty Trust Inc
         % of fund invested: 0.73%
         $USD invested: $42.01M
  • 7. CNO Financial Group Inc
         % of fund invested: 1.07%
         $USD invested: $61.35M
  • 8. Merit Medical Systems Inc
         % of fund invested: 0.83%
         $USD invested: $47.67M
  • 9. Agios Pharmaceuticals Inc
         % of fund invested: 0.64%
         $USD invested: $36.88M
  • 10. Glaukos Corp
         % of fund invested: 0.93%
         $USD invested: $53.43M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Construction Partners Inc
         % of fund invested: 1.71%
         $USD invested: $97.6M
  • 2. Supernus Pharmaceuticals Inc
         % of fund invested: 1.46%
         $USD invested: $83.34M
  • 3. FTAI Aviation Ltd
         % of fund invested: 1.11%
         $USD invested: $63.6M
  • 4. IonQ Inc
         % of fund invested: 0.32%
         $USD invested: $18.32M
  • 5. Bridgebio Pharma Inc
         % of fund invested: 1.39%
         $USD invested: $79.73M
  • 6. Kratos Defense & Security Solutions Inc
         % of fund invested: 0.27%
         $USD invested: $15.63M
  • 7. Riot Platforms Inc
         % of fund invested: 0.14%
         $USD invested: $7.95M
  • 8. MARA Holdings Inc
         % of fund invested: 0.12%
         $USD invested: $7.01M
  • 9. Varonis Systems Inc
         % of fund invested: 0.59%
         $USD invested: $33.76M
  • 10. Clearwater Analytics Holdings Inc
         % of fund invested: 0.24%
         $USD invested: $13.8M

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 Nomura Small Cap Core Fund - Delaware Group

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$5.02M
0.09%
     Borders high risk
0.0
$0
0%
Total
1.0
$5.02M
0.09%
Full fund results

Holdings — 1 flagged holdings

1.
AeroVironment Inc
Borders
$5.02M
0.09%
Borders :
$5.02M
0.09%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer