North Square Dynamic Small Cap Fund
Shareclass
North Square Dynamic Small Cap I (ORSIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund North Square Dynamic Small Cap Fund
FUND COVERAGE
# of holdings125
% of assets65%
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
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. The Chemours Co0.13%$656,314
- 2. Portland General Electric Co1.09%$5.53M
- 3. Pathward Financial Inc0.4%$2.05M
- 4. LiveRamp Holdings Inc0.52%$2.65M
- 5. Tri Pointe Homes Inc0.06%$327,488
- 6. First BanCorp0.83%$4.23M
- 7. Bread Financial Holdings Inc0.16%$804,821
- 8. Cushman & Wakefield PLC0.16%$819,512
- 9. CommVault Systems Inc0.1%$493,354
- 10. Adtalem Global Education Inc1.3%$6.57M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Axos Financial Inc1.3%$6.58M
- 2. Dyne Therapeutics Inc Ordinary Shares0.49%$2.48M
- 3. Chewy Inc0.51%$2.59M
- 4. ADMA Biologics Inc0.26%$1.33M
- 5. Riot Platforms Inc0.1%$503,528
- 6. Vaxcyte Inc Ordinary Shares0.05%$247,726
- 7. MARA Holdings Inc0.2%$1.02M
- 8. Mueller Industries Inc1.54%$7.81M
- 9. Compass Inc Class A0.91%$4.63M
- 10. 10x Genomics Inc Ordinary Shares - Class A0.92%$4.66M
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 North Square Dynamic Small Cap Fund
Totals
Holdings
Assets
Weight
Prisons
3
$4.68M
0.92%
Prisons high risk
1
$1.96M
0.39%
Private prisons
1
$1.96M
0.39%
Borders
3
$9.55M
1.88%
Borders high risk
2
$7.18M
1.42%
Total
4
$9.89M
1.95%
Holdings — 4 flagged holdings
1.
Granite Construction Inc
:$5.22M
1.03%
2.
Synovus Financial Corp
:$2.38M
0.47%
3.
CoreCivic Inc
:$1.96M
0.39%
4.
Cal-Maine Foods Inc
$341,731
0.07%
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.
North Square Dynamic Small Cap Fund ORSIX
Environment
Social
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