Optimum Small-Mid Cap Growth Fund - Optimum Fund Trust
Shareclass
Optimum Small-Mid Cap Growth Fund OPTIMUM SMALL-MID CAP GROWTH FUND INSTITUTIONAL CLASS (OISGX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Optimum Small-Mid Cap Growth Fund - Optimum Fund Trust
FUND COVERAGE
# of holdings151
% of assets81%
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
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. Biogen Inc0.44%$3.23M
- 2. Charles River Laboratories International Inc1.23%$9.12M
- 3. Neurocrine Biosciences Inc0.31%$2.31M
- 4. On Holding AG0.48%$3.59M
- 5. First Solar Inc1.1%$8.16M
- 6. Tapestry Inc0.56%$4.14M
- 7. nVent Electric PLC0.67%$4.97M
- 8. Cytokinetics Inc0.26%$1.9M
- 9. Sunrun Inc0.26%$1.93M
- 10. Planet Fitness Inc0.7%$5.17M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc1.15%$8.51M
- 2. Construction Partners Inc0.45%$3.32M
- 3. Astera Labs Inc0.39%$2.92M
- 4. FTAI Aviation Ltd1.78%$13.24M
- 5. RBC Bearings Inc1.61%$11.96M
- 6. Virtu Financial Inc0.23%$1.7M
- 7. IonQ Inc0.45%$3.35M
- 8. Bridgebio Pharma Inc0.62%$4.6M
- 9. Kratos Defense & Security Solutions Inc1.01%$7.48M
- 10. Patrick Industries Inc0.57%$4.24M
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 Optimum Small-Mid Cap Growth Fund - Optimum Fund Trust
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$2.84M
0.38%
Borders high risk
1.0
$2.84M
0.38%
Total
1.0
$2.84M
0.38%
Holdings — 1 flagged holdings
1.
KBR Inc
:$2.84M
0.38%
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.
Optimum Small-Mid Cap Growth Fund - Optimum Fund Trust OISGX
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