Royce Premier Fund

Shareclass
Royce Premier Invmt (RYPRX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Royce Premier Fund

FUND COVERAGE
# of holdings49
% of assets92%
Score
38 / 100
Rank

15.7 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #916 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. Ralph Lauren Corp Class A
         % of fund invested: 1.88%
         $USD invested: $20.06M
  • 2. TMX Group Ltd
         % of fund invested: 2.79%
         $USD invested: $29.8M
  • 3. Morningstar Inc
         % of fund invested: 1.54%
         $USD invested: $16.46M
  • 4. Brunswick Corp
         % of fund invested: 1%
         $USD invested: $10.71M
  • 5. Lazard Inc
         % of fund invested: 1.93%
         $USD invested: $20.66M
  • 6. Korn Ferry
         % of fund invested: 0.72%
         $USD invested: $7.68M
  • 7. Valvoline Inc
         % of fund invested: 1.58%
         $USD invested: $16.89M
  • 8. AAON Inc
         % of fund invested: 1.06%
         $USD invested: $11.32M
  • 9. JBT Marel Corp
         % of fund invested: 3.32%
         $USD invested: $35.47M
  • 10. Valmont Industries Inc
         % of fund invested: 2.86%
         $USD invested: $30.54M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. RBC Bearings Inc
         % of fund invested: 2.67%
         $USD invested: $28.54M
  • 2. Cognex Corp
         % of fund invested: 1.6%
         $USD invested: $17.06M
  • 3. UFP Industries Inc
         % of fund invested: 0.96%
         $USD invested: $10.28M
  • 4. Interparfums Inc
         % of fund invested: 1.56%
         $USD invested: $16.64M
  • 5. Exponent Inc
         % of fund invested: 0.78%
         $USD invested: $8.35M
  • 6. FormFactor Inc
         % of fund invested: 1.53%
         $USD invested: $16.37M
  • 7. ESAB Corp
         % of fund invested: 2.69%
         $USD invested: $28.81M
  • 8. Reliance Inc
         % of fund invested: 2.51%
         $USD invested: $26.88M
  • 9. Evercore Inc Class A
         % of fund invested: 0.9%
         $USD invested: $9.64M
  • 10. ESCO Technologies Inc
         % of fund invested: 2.91%
         $USD invested: $31.16M

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 Royce Premier Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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