Royce Small-Cap Special Equity Fund
Shareclass
Royce Small-Cap Special Equity Svc (RSEFX)
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 Royce Small-Cap Special Equity Fund
FUND COVERAGE
# of holdings12
% of assets33%
Score
35 / 100
Rank
UNRANKED
Fund is below coverage threshold
Grade
N/A
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
16 / 40
Gender Equality: Equal Compensation and Work Life Balance
2 / 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. Macy's Inc3.53%$17.48M
- 2. H&R Block Inc2.14%$10.59M
- 3. Tegna Inc4.52%$22.36M
- 4. Commercial Metals Co1.47%$7.27M
- 5. Gibraltar Industries Inc0.11%$565,200
- 6. Euronet Worldwide Inc0.12%$570,765
- 7. Sylvamo Corp Ordinary Shares When Issued2.87%$14.19M
- 8. Atkore Inc0.05%$269,782
- 9. Federated Hermes Inc Class B3.15%$15.58M
- 10. Vishay Intertechnology Inc4.25%$21.04M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Mueller Industries Inc8.23%$40.75M
- 2. Vishay Intertechnology Inc4.25%$21.04M
- 3. UFP Industries Inc2.35%$11.64M
- 4. Federated Hermes Inc Class B3.15%$15.58M
- 5. Atkore Inc0.05%$269,782
- 6. Sylvamo Corp Ordinary Shares When Issued2.87%$14.19M
- 7. Euronet Worldwide Inc0.12%$570,765
- 8. Gibraltar Industries Inc0.11%$565,200
- 9. Commercial Metals Co1.47%$7.27M
- 10. Tegna Inc4.52%$22.36M
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 Royce Small-Cap Special Equity 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%
Holdings — 0 flagged holdings
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.
Royce Small-Cap Special Equity Fund RSEFX
Environment
Social
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