Russell Investments U.S. Small Cap Equity Fund
Shareclass
Russell Inv US Small Cap Equity C (RLECX)
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 Investments U.S. Small Cap Equity Fund
FUND COVERAGE
# of holdings435
% of assets50%
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
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Coty Inc Class A0.03%$230,662
- 2. Etsy Inc0.12%$845,032
- 3. Jones Lang LaSalle Inc0.14%$969,574
- 4. Neurocrine Biosciences Inc0.11%$762,076
- 5. Workiva Inc Class A0.11%$744,848
- 6. Lyft Inc Class A0.14%$942,869
- 7. NNN REIT Inc0.11%$740,712
- 8. Hillenbrand Inc0.09%$614,540
- 9. Portland General Electric Co0.07%$479,649
- 10. NorthWestern Energy Group Inc0.09%$599,484
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.01%$77,614
- 2. TG Therapeutics Inc0.08%$549,263
- 3. Core Scientific Inc Ordinary Shares - New0.01%$89,157
- 4. Servisfirst Bancshares Inc0.19%$1.28M
- 5. Supernus Pharmaceuticals Inc0.07%$468,932
- 6. Axos Financial Inc0.12%$796,902
- 7. FTAI Aviation Ltd0.06%$398,472
- 8. LGI Homes Inc0.05%$318,341
- 9. Viper Energy Inc Ordinary Shares - Class A0.02%$160,775
- 10. Dyne Therapeutics Inc Ordinary Shares0.04%$245,397
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 Investments U.S. Small Cap Equity Fund
Totals
Holdings
Assets
Weight
Prisons
4
$3.06M
0.45%
Prisons high risk
3
$1.93M
0.28%
Private prisons
0
$0
0%
Borders
4
$2.87M
0.42%
Borders high risk
3
$2.4M
0.35%
Total
6
$4.3M
0.63%
Holdings — 6 flagged holdings
1.
Cal-Maine Foods Inc
$1.12M
0.16%
2.
Cadre Holdings Inc
:$1.06M
0.16%
3.
KBR Inc
:$765,125
0.11%
4.
Axon Enterprise Inc
:$569,435
0.08%
5.
Benchmark Electronics Inc
:$473,685
0.07%
6.
Sturm Ruger & Co Inc
$301,490
0.04%
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 Investments U.S. Small Cap Equity Fund RLECX
Environment
Social
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