Royce Small-Cap Opportunity Fund

Shareclass
Royce Small-Cap Opportunity Consult (ROFCX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Royce Small-Cap Opportunity Fund

FUND COVERAGE
# of holdings76
% of assets35%
Score
36 / 100
Rank

3.8 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1,045 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

17 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 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. Criteo SA ADR
         % of fund invested: 0.32%
         $USD invested: $3.57M
  • 2. LiveRamp Holdings Inc
         % of fund invested: 0.32%
         $USD invested: $3.54M
  • 3. Tri Pointe Homes Inc
         % of fund invested: 0.39%
         $USD invested: $4.4M
  • 4. Capri Holdings Ltd
         % of fund invested: 0.24%
         $USD invested: $2.73M
  • 5. Walker & Dunlop Inc
         % of fund invested: 0.65%
         $USD invested: $7.33M
  • 6. Kyndryl Holdings Inc Ordinary Shares
         % of fund invested: 0.57%
         $USD invested: $6.37M
  • 7. Victoria's Secret & Co
         % of fund invested: 0.54%
         $USD invested: $6.02M
  • 8. Carter's Inc
         % of fund invested: 0.21%
         $USD invested: $2.32M
  • 9. ATI Inc
         % of fund invested: 0.55%
         $USD invested: $6.21M
  • 10. Taylor Morrison Home Corp
         % of fund invested: 0.54%
         $USD invested: $6.03M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Construction Partners Inc Class A
         % of fund invested: 0.64%
         $USD invested: $7.16M
  • 2. Axos Financial Inc
         % of fund invested: 0.33%
         $USD invested: $3.73M
  • 3. RadNet Inc
         % of fund invested: 0.47%
         $USD invested: $5.29M
  • 4. Towne Bank
         % of fund invested: 0.11%
         $USD invested: $1.24M
  • 5. Seacoast Banking Corp of Florida
         % of fund invested: 0.8%
         $USD invested: $9.02M
  • 6. Dillard's Inc Class A
         % of fund invested: 0.71%
         $USD invested: $7.97M
  • 7. Kratos Defense & Security Solutions Inc
         % of fund invested: 0.63%
         $USD invested: $7.11M
  • 8. Concentra Group Holdings Parent Inc
         % of fund invested: 0.35%
         $USD invested: $3.97M
  • 9. Patrick Industries Inc
         % of fund invested: 0.15%
         $USD invested: $1.67M
  • 10. ACV Auctions Inc Ordinary Shares - Class A
         % of fund invested: 0.12%
         $USD invested: $1.32M

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 Small-Cap Opportunity 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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