North Star Small Cap Value Fund
Shareclass
North Star Small Cap Value Investor (WSCVX)
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 Star Small Cap Value Fund
FUND COVERAGE
# of holdings12
% of assets32%
Score
37 / 100
Rank
UNRANKED
Fund is below coverage threshold
Grade
N/A
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
3 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Energizer Holdings Inc2.27%$721,810
- 2. Gulfport Energy Corp Ordinary Shares (New)2.79%$886,802
- 3. Commercial Metals Co1.41%$446,784
- 4. Axcelis Technologies Inc2.27%$721,755
- 5. Yelp Inc Class A1.97%$624,000
- 6. AZZ Inc3.61%$1.15M
- 7. Alamo Group Inc3.01%$954,500
- 8. Comfort Systems USA Inc5.72%$1.82M
- 9. NBT Bancorp Inc1.58%$501,120
- 10. OSI Systems Inc2.75%$872,340
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Champion Homes Inc2.29%$725,515
- 2. OSI Systems Inc2.75%$872,340
- 3. Boot Barn Holdings Inc1.98%$629,736
- 4. NBT Bancorp Inc1.58%$501,120
- 5. Comfort Systems USA Inc5.72%$1.82M
- 6. Alamo Group Inc3.01%$954,500
- 7. AZZ Inc3.61%$1.15M
- 8. Yelp Inc Class A1.97%$624,000
- 9. Axcelis Technologies Inc2.27%$721,755
- 10. Gulfport Energy Corp Ordinary Shares (New)2.79%$886,802
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 Star Small Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$872,340
2.75%
Borders high risk
0
$0
0%
Total
1
$872,340
2.75%
Holdings — 1 flagged holdings
1.
OSI Systems Inc
:$872,340
2.75%
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 Star Small Cap Value Fund WSCVX
Environment
Social
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