Segall Bryant & Hamill Small Cap Core Fund
Shareclass
Segall Bryant & Hamill Small Cap Cre Ret (SBHCX)
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 Segall Bryant & Hamill Small Cap Core Fund
FUND COVERAGE
# of holdings75
% of assets89%
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
18 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 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. AptarGroup Inc0.81%$780,307
- 2. Halozyme Therapeutics Inc0.71%$688,443
- 3. KBR Inc0.84%$807,382
- 4. Badger Meter Inc0.44%$426,985
- 5. Insulet Corp1.57%$1.52M
- 6. Q2 Holdings Inc1.06%$1.03M
- 7. Bath & Body Works Inc0.65%$624,371
- 8. Chord Energy Corp Ordinary Shares - New0.76%$735,338
- 9. Crane Co1.75%$1.69M
- 10. Valmont Industries Inc2.06%$1.99M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. RBC Bearings Inc2.32%$2.25M
- 2. Agilysys Inc1.81%$1.75M
- 3. Seacoast Banking Corp of Florida1.36%$1.32M
- 4. Silgan Holdings Inc1.29%$1.25M
- 5. Matador Resources Co1.39%$1.34M
- 6. Rush Enterprises Inc Class A1.43%$1.38M
- 7. UFP Industries Inc0.65%$625,355
- 8. Gentex Corp0.42%$406,869
- 9. Chemed Corp0.74%$712,802
- 10. Globus Medical Inc Class A1.23%$1.19M
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 Segall Bryant & Hamill Small Cap Core Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$1.95M
2.02%
Borders high risk
1
$807,382
0.84%
Total
2
$1.95M
2.02%
Holdings — 2 flagged holdings
1.
CACI International Inc Class A
:$1.15M
1.19%
2.
KBR Inc
:$807,382
0.84%
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.
Segall Bryant & Hamill Small Cap Core Fund SBHCX
Environment
Social
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