Oberweis Small-Cap Opportunities Fund
Shareclass
Oberweis Small-Cap Opportunities Instl (OBSIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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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 Oberweis Small-Cap Opportunities Fund
FUND COVERAGE
# of holdings71
% of assets89%
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
18 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Halozyme Therapeutics Inc0.59%$8.96M
- 2. Parsons Corp1.18%$17.87M
- 3. Genpact Ltd0.89%$13.47M
- 4. CommVault Systems Inc1.45%$21.95M
- 5. Badger Meter Inc0.97%$14.67M
- 6. Merit Medical Systems Inc1.18%$17.91M
- 7. Assurant Inc1.08%$16.39M
- 8. Gap Inc1.14%$17.24M
- 9. Q2 Holdings Inc1.67%$25.35M
- 10. Commerce Bancshares Inc0.73%$11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. First Merchants Corp0.5%$7.51M
- 2. ADMA Biologics Inc1.99%$30.07M
- 3. Matador Resources Co0.8%$12.12M
- 4. Varonis Systems Inc0.59%$8.96M
- 5. Primo Brands Corp Ordinary Shares - Class A1.2%$18.11M
- 6. DigitalOcean Holdings Inc1.13%$17.07M
- 7. Freshworks Inc Ordinary Shares Class A1.9%$28.76M
- 8. Qualys Inc0.79%$12M
- 9. Five9 Inc0.97%$14.72M
- 10. Zeta Global Holdings Corp Class A0.94%$14.22M
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 Oberweis Small-Cap Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$24.51M
1.62%
Borders high risk
0
$0
0%
Total
1
$24.51M
1.62%
Holdings — 1 flagged holdings
1.
OSI Systems Inc
:$24.51M
1.62%
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.
Oberweis Small-Cap Opportunities Fund OBSIX
Environment
Social
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