Optimum Small-Mid Cap Value Fund
Shareclass
Optimum Small-Mid Cap Value C (OCSVX)
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 Optimum Small-Mid Cap Value Fund
FUND COVERAGE
# of holdings181
% of assets91%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Expedia Group Inc0.62%$3.74M
- 2. IDEX Corp0.8%$4.82M
- 3. Baxter International Inc0.13%$792,549
- 4. Owens-Corning Inc0.49%$2.96M
- 5. BioMarin Pharmaceutical Inc0.21%$1.26M
- 6. Organon & Co Ordinary Shares0.17%$1.01M
- 7. Omega Healthcare Investors Inc0.13%$813,087
- 8. Sabra Health Care REIT Inc0.17%$1.03M
- 9. Tapestry Inc0.63%$3.83M
- 10. PVH Corp0.32%$1.95M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.27%$1.63M
- 2. Viper Energy Inc Ordinary Shares - Class A1.26%$7.63M
- 3. Silgan Holdings Inc1.47%$8.88M
- 4. Mueller Industries Inc0.15%$911,430
- 5. Matador Resources Co0.54%$3.26M
- 6. Penske Automotive Group Inc0.23%$1.4M
- 7. NCR Atleos Corp0.12%$736,932
- 8. AutoNation Inc0.08%$503,884
- 9. Reliance Inc1.39%$8.45M
- 10. Universal Health Services Inc Class B0.39%$2.34M
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 Value Fund
Totals
Holdings
Assets
Weight
Prisons
5
$18.22M
3.01%
Prisons high risk
2
$3.93M
0.65%
Private prisons
0
$0
0%
Borders
7
$33.46M
5.52%
Borders high risk
3
$8.3M
1.37%
Total
8
$34.03M
5.61%
Holdings — 8 flagged holdings
1.
Synovus Financial Corp
:$10.65M
1.76%
2.
TransUnion
:$6.83M
1.13%
3.
CACI International Inc Class A
:$4.61M
0.76%
4.
Textron Inc
:$4.37M
0.72%
5.
First Horizon Corp
:$3.07M
0.51%
6.
Regions Financial Corp
:$1.98M
0.33%
7.
Citizens Financial Group Inc
:$1.95M
0.32%
8.
The Western Union Co
$573,087
0.09%
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 Value Fund OCSVX
Environment
Social
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