Northern Small Cap Value Fund
Shareclass
Northern Small Cap Value (NOSGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Northern Small Cap Value Fund
FUND COVERAGE
# of holdings179
% of assets58%
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
21 / 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. Portland General Electric Co0.59%$3.98M
- 2. Sabra Health Care REIT Inc0.35%$2.35M
- 3. NorthWestern Energy Group Inc0.57%$3.86M
- 4. PVH Corp0.26%$1.74M
- 5. ASGN Inc0.17%$1.16M
- 6. Black Hills Corp0.57%$3.83M
- 7. Pathward Financial Inc0.19%$1.25M
- 8. Ziff Davis Inc0.19%$1.27M
- 9. LiveRamp Holdings Inc0.09%$622,836
- 10. Essential Properties Realty Trust Inc0.62%$4.15M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.42%$2.84M
- 2. Red Rock Resorts Inc Class A0.18%$1.22M
- 3. EchoStar Corp Class A0.25%$1.7M
- 4. Supernus Pharmaceuticals Inc0.35%$2.35M
- 5. Axos Financial Inc1.01%$6.8M
- 6. First Merchants Corp0.18%$1.23M
- 7. Concentra Group Holdings Parent Inc0.1%$653,623
- 8. CRISPR Therapeutics AG0.17%$1.13M
- 9. Enova International Inc0.07%$445,168
- 10. Tidewater Inc0.16%$1.1M
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 Northern Small Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$567,724
0.08%
Prisons high risk
1
$567,724
0.08%
Private prisons
1
$567,724
0.08%
Borders
3
$1.11M
0.17%
Borders high risk
2
$907,529
0.14%
Total
3
$1.11M
0.17%
Holdings — 3 flagged holdings
1.
CoreCivic Inc
:$567,724
0.08%
2.
Granite Construction Inc
:$339,805
0.05%
3.
Benchmark Electronics Inc
:$203,274
0.03%
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.
Northern Small Cap Value Fund NOSGX
Environment
Social
Search more funds
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
See our full disclaimer