Old Westbury Small & Mid Cap Strategies Fund
Shareclass
Old Westbury Small & Mid Cap Strategies (OWSMX)
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 Old Westbury Small & Mid Cap Strategies Fund
FUND COVERAGE
# of holdings884
% of assets67%
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
7 / 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. GPT Group0.08%$6.51M
- 2. QBE Insurance Group Ltd0.03%$1.99M
- 3. Qantas Airways Ltd0.01%$973,722
- 4. ASX Ltd<0.01%$690,292
- 5. Standard Chartered PLC0.19%$15.27M
- 6. Publicis Groupe SA0.01%$1.06M
- 7. Helia Group Ltd0.04%$3.35M
- 8. Storebrand ASA0.03%$2.64M
- 9. Aberdeen Group PLC0.02%$1.42M
- 10. Pearson PLC0.02%$1.57M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. KBC Ancora SA0.01%$865,084
- 2. Construction Partners Inc Class A0.2%$15.71M
- 3. Servisfirst Bancshares Inc0.43%$33.82M
- 4. Tuas Ltd Ordinary Shares0.01%$788,171
- 5. RadNet Inc0.13%$10.4M
- 6. RBC Bearings Inc0.54%$42.71M
- 7. Sankyu Inc0.05%$3.83M
- 8. Kinden Corp0.01%$1.12M
- 9. ABC-Mart Inc0.09%$7.07M
- 10. Mueller Industries Inc0.26%$20.2M
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 Old Westbury Small & Mid Cap Strategies Fund
Totals
Holdings
Assets
Weight
Prisons
5
$41.75M
0.53%
Prisons high risk
4
$32.66M
0.42%
Private prisons
2
$7.43M
0.09%
Borders
6
$90.79M
1.16%
Borders high risk
2
$44.21M
0.56%
Total
9
$115.77M
1.48%
Holdings — 9 flagged holdings
1.
Booz Allen Hamilton Holding Corp Class A
:$36.53M
0.47%
2.
Equifax Inc
:$33.62M
0.43%
3.
NICE Ltd ADR
$17.55M
0.22%
4.
Pinnacle Financial Partners Inc
:$9.09M
0.12%
5.
Axon Enterprise Inc
:$7.68M
0.1%
6.
MITIE Group PLC
$6.88M
0.09%
7.
NEC Corp
:$3.1M
0.04%
8.
Smiths Group PLC
:$780,290
<0.01%
9.
Serco Group PLC
$547,312
<0.01%
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.
Old Westbury Small & Mid Cap Strategies Fund OWSMX
Environment
Social
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