Royce Smid-Cap Total Return Fund
Shareclass
Royce Smid-Cap Total Return Service (RYDVX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Royce Smid-Cap Total Return Fund
FUND COVERAGE
# of holdings40
% of assets84%
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
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Spirax Group PLC1.48%$660,649
- 2. AptarGroup Inc2.89%$1.29M
- 3. KBR Inc2.4%$1.07M
- 4. Graphic Packaging Holding Co1.76%$784,698
- 5. AerCap Holdings NV2.59%$1.16M
- 6. Ball Corp2%$892,384
- 7. Kyndryl Holdings Inc Ordinary Shares3.29%$1.47M
- 8. MSC Industrial Direct Co Inc Class A3.1%$1.39M
- 9. Western Alliance Bancorp0.29%$131,814
- 10. Korn Ferry0.07%$33,171
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. FTAI Aviation Ltd4.42%$1.98M
- 2. Towne Bank2.24%$1M
- 3. Seacoast Banking Corp of Florida1.47%$657,410
- 4. Silgan Holdings Inc2.32%$1.04M
- 5. UFP Industries Inc2.19%$979,682
- 6. Advance Auto Parts Inc3.54%$1.58M
- 7. Glacier Bancorp Inc2.16%$964,007
- 8. Cactus Inc Class A0.69%$309,208
- 9. The Timken Co2.88%$1.29M
- 10. Kulicke & Soffa Industries Inc2.96%$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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Royce Smid-Cap Total Return Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$1.07M
2.4%
Borders high risk
1
$1.07M
2.4%
Total
1
$1.07M
2.4%
Holdings — 1 flagged holdings
1.
KBR Inc
:$1.07M
2.4%
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 Smid-Cap Total Return Fund RYDVX
Environment
Social
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