NORTH SQUARE SMALL CAP VALUE FUND - Exchange Place Advisors Trust
Shareclass
NORTH SQUARE SMALL CAP VALUE FUND Investor Class (DRSVX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund NORTH SQUARE SMALL CAP VALUE FUND - Exchange Place Advisors Trust
FUND COVERAGE
# of holdings46
% of assets64%
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
Top 10 holdings by Gender Equality score
- 1. Science Applications International Corp0.73%$1.31M
- 2. Pathward Financial Inc1.02%$1.83M
- 3. Murphy Oil Corp1.91%$3.45M
- 4. Lear Corp1.06%$1.9M
- 5. Avista Corp1.13%$2.04M
- 6. LivaNova PLC1.53%$2.76M
- 7. Cousins Properties Inc1.8%$3.25M
- 8. Gulfport Energy Corp1.85%$3.33M
- 9. Valmont Industries Inc1.4%$2.52M
- 10. Gibraltar Industries Inc1.02%$1.84M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Enova International Inc1.21%$2.18M
- 2. International Bancshares Corp1.94%$3.49M
- 3. Advance Auto Parts Inc0.52%$944,734
- 4. StoneX Group Inc1.42%$2.56M
- 5. Whitecap Resources Inc2.6%$4.67M
- 6. Hancock Whitney Corp2.43%$4.38M
- 7. Clear Secure Inc0.68%$1.22M
- 8. Timken Co/The1.01%$1.82M
- 9. Primoris Services Corp1.18%$2.13M
- 10. Apple Hospitality REIT Inc1.57%$2.82M
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 SMALL CAP VALUE FUND - Exchange Place Advisors Trust
Totals
Holdings
Assets
Weight
Prisons
1.0
$1.78M
0.99%
Prisons high risk
1.0
$1.78M
0.99%
Private prisons
1.0
$1.78M
0.99%
Borders
2.0
$3.09M
1.72%
Borders high risk
2.0
$3.09M
1.72%
Total
2.0
$3.09M
1.72%
Holdings — 2 flagged holdings
1.
CoreCivic Inc
:$1.78M
0.99%
2.
Science Applications International Corp
:$1.31M
0.73%
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 SMALL CAP VALUE FUND - Exchange Place Advisors Trust DRSVX
Environment
Social
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