Russell Investment Tax-Managed U.S. Mid & Small Cap Fund
Shareclass
Russell Inv Tax-Managed US Mid&Sm Cap S (RTSSX)
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 Russell Investment Tax-Managed U.S. Mid & Small Cap Fund
FUND COVERAGE
# of holdings571
% of assets72%
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. The Interpublic Group of Companies Inc0.02%$395,931
- 2. VF Corp0.16%$2.91M
- 3. Etsy Inc<0.01%$141,477
- 4. Jones Lang LaSalle Inc0.24%$4.37M
- 5. Affirm Holdings Inc Ordinary Shares - Class A0.1%$1.77M
- 6. Alcoa Corp0.06%$1.09M
- 7. Globant SA0.06%$1.02M
- 8. Charles River Laboratories International Inc0.07%$1.25M
- 9. Neurocrine Biosciences Inc0.07%$1.35M
- 10. Workiva Inc Class A0.06%$1.1M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TG Therapeutics Inc0.12%$2.27M
- 2. Construction Partners Inc Class A0.45%$8.25M
- 3. Supernus Pharmaceuticals Inc0.04%$704,425
- 4. Axos Financial Inc0.05%$942,239
- 5. FTAI Aviation Ltd0.38%$6.88M
- 6. Liberty Broadband Corp Registered Shs Series -C-0.04%$679,179
- 7. Seaport Entertainment Group Inc0.03%$493,284
- 8. RadNet Inc0.11%$2.06M
- 9. RBC Bearings Inc0.04%$756,382
- 10. Viper Energy Inc Ordinary Shares - Class A0.08%$1.38M
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 Russell Investment Tax-Managed U.S. Mid & Small Cap Fund
Totals
Holdings
Assets
Weight
Prisons
5
$9.83M
0.54%
Prisons high risk
2
$5.82M
0.32%
Private prisons
0
$0
0%
Borders
10
$23.78M
1.31%
Borders high risk
6
$13.76M
0.76%
Total
12
$25.3M
1.39%
Holdings — 12 flagged holdings
1.
CACI International Inc Class A
:$5.55M
0.31%
2.
Aramark
:$4.44M
0.24%
3.
KBR Inc
:$3.94M
0.22%
4.
First Horizon Corp
:$2.22M
0.12%
5.
Granite Construction Inc
:$2.18M
0.12%
6.
Synovus Financial Corp
:$1.66M
0.09%
7.
NICE Ltd ADR
$1.39M
0.08%
8.
Teledyne Technologies Inc
:$1.36M
0.07%
9.
Textron Inc
:$935,727
0.05%
10.
Booz Allen Hamilton Holding Corp Class A
:$902,349
0.05%
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.
Russell Investment Tax-Managed U.S. Mid & Small Cap Fund RTSSX
Environment
Social
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