Nuance Mid Cap Value Fund
Shareclass
Nuance Mid Cap Value Investor (NMAVX)
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 Nuance Mid Cap Value Fund
FUND COVERAGE
# of holdings48
% of assets79%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. United Utilities Group PLC ADR2.26%$11.3M
- 2. Hologic Inc2.05%$10.22M
- 3. Severn Trent PLC ADR0.26%$1.32M
- 4. Henkel AG & Co KGaA ADR6%$29.94M
- 5. Legrand SA ADR0.1%$511,241
- 6. Northrop Grumman Corp1.28%$6.39M
- 7. Kimberly-Clark Corp1.99%$9.94M
- 8. IDEX Corp1.46%$7.3M
- 9. Clorox Co6.24%$31.17M
- 10. Beiersdorf AG ADR1.73%$8.63M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Werner Enterprises Inc3.95%$19.7M
- 2. Independent Bank Corp0.27%$1.35M
- 3. Graco Inc0.54%$2.7M
- 4. Knight-Swift Transportation Holdings Inc Class A0.7%$3.51M
- 5. Solventum Corp3.29%$16.45M
- 6. Charles Schwab Corp DR2.38%$11.88M
- 7. Charles Schwab Corp 4.45% PRF PERPETUAL USD 25 - Ser J 1/40th int0.76%$3.78M
- 8. Rogers Corp1.73%$8.66M
- 9. Daikin Industries Ltd ADR0.51%$2.56M
- 10. The Toro Co0.76%$3.79M
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 Nuance Mid Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$474,862
0.1%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$18.61M
3.73%
Borders high risk
1
$6.39M
1.28%
Total
3
$19.08M
3.82%
Holdings — 3 flagged holdings
1.
Thermo Fisher Scientific Inc
:$12.22M
2.45%
2.
Northrop Grumman Corp
:$6.39M
1.28%
3.
Target Corp
$474,862
0.1%
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.
Nuance Mid Cap Value Fund NMAVX
Environment
Social
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