Royce Small-Cap Value Fund
Shareclass
Royce Small-Cap Value Investment (RVVHX)
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 Value Fund
FUND COVERAGE
# of holdings38
% of assets49%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 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. Tri Pointe Homes Inc1.22%$1.24M
- 2. Lear Corp1.68%$1.71M
- 3. TD Synnex Corp1.95%$1.98M
- 4. Williams-Sonoma Inc0.88%$890,275
- 5. Korn Ferry1.45%$1.47M
- 6. Cabot Corp1.23%$1.25M
- 7. Taylor Morrison Home Corp0.45%$456,063
- 8. Signet Jewelers Ltd1.46%$1.48M
- 9. Chord Energy Corp Ordinary Shares - New1.47%$1.49M
- 10. ArcBest Corp1.14%$1.16M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Matador Resources Co1.46%$1.48M
- 2. Gentex Corp0.88%$897,252
- 3. UFP Industries Inc0.51%$519,430
- 4. Evercore Inc Class A1.66%$1.68M
- 5. NewMarket Corp1.28%$1.3M
- 6. Sterling Infrastructure Inc1.31%$1.33M
- 7. Kontoor Brands Inc0.96%$977,821
- 8. Boise Cascade Co0.63%$642,916
- 9. Allison Transmission Holdings Inc1.48%$1.5M
- 10. ePlus Inc1.45%$1.47M
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 Value 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 Value Fund RVVHX
Environment
Social
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