Nuveen Quant Small Cap Equity Fund

Shareclass
Nuveen Quant Small Cap Equity R6 (TISEX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Nuveen Quant Small Cap Equity Fund

FUND COVERAGE
# of holdings187
% of assets58%
Score
38 / 100
Rank

17.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #897 out of 1,085

Grade
F

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

19 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Workiva Inc Class A
         % of fund invested: 0.1%
         $USD invested: $3.66M
  • 2. Portland General Electric Co
         % of fund invested: 0.34%
         $USD invested: $12.29M
  • 3. NorthWestern Energy Group Inc
         % of fund invested: 0.38%
         $USD invested: $13.81M
  • 4. Upwork Inc
         % of fund invested: 0.27%
         $USD invested: $9.73M
  • 5. Black Hills Corp
         % of fund invested: 0.4%
         $USD invested: $14.75M
  • 6. Pathward Financial Inc
         % of fund invested: 0.16%
         $USD invested: $5.96M
  • 7. Essential Properties Realty Trust Inc
         % of fund invested: 0.29%
         $USD invested: $10.64M
  • 8. Tri Pointe Homes Inc
         % of fund invested: 0.07%
         $USD invested: $2.71M
  • 9. H.B. Fuller Co
         % of fund invested: 0.2%
         $USD invested: $7.32M
  • 10. Cushman & Wakefield PLC
         % of fund invested: 0.4%
         $USD invested: $14.77M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: 0.25%
         $USD invested: $9.32M
  • 2. Supernus Pharmaceuticals Inc
         % of fund invested: 0.1%
         $USD invested: $3.67M
  • 3. Axos Financial Inc
         % of fund invested: 0.43%
         $USD invested: $15.68M
  • 4. FTAI Aviation Ltd
         % of fund invested: 0.09%
         $USD invested: $3.18M
  • 5. First Merchants Corp
         % of fund invested: 0.26%
         $USD invested: $9.62M
  • 6. Towne Bank
         % of fund invested: 0.25%
         $USD invested: $9.25M
  • 7. Carvana Co Class A
         % of fund invested: 0.21%
         $USD invested: $7.65M
  • 8. Argan Inc
         % of fund invested: 0.11%
         $USD invested: $4.07M
  • 9. ADMA Biologics Inc
         % of fund invested: 0.39%
         $USD invested: $14.18M
  • 10. Concentra Group Holdings Parent Inc
         % of fund invested: 0.35%
         $USD invested: $12.72M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Nuveen Quant Small Cap Equity Fund

Totals

Holdings
Assets
Weight
Prisons
1
$17.59M
0.48%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$24.87M
0.68%
     Borders high risk
1
$17.15M
0.47%
Total
3
$42.46M
1.16%
Full fund results

Holdings — 3 flagged holdings

1.
Cal-Maine Foods Inc
Prisons
$17.59M
0.48%
Prisons
$17.59M
0.48%
2.
Granite Construction Inc
Borders
$17.15M
0.47%
Borders :
$17.15M
0.47%
3.
OSI Systems Inc
Borders
$7.71M
0.21%
Borders :
$7.71M
0.21%
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