Segall Bryant & Hamill Small Cap Value Fund

Shareclass
Segall Bryant & Hamill Sm Cp Val Ret (SBRVX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Segall Bryant & Hamill Small Cap Value Fund

FUND COVERAGE
# of holdings61
% of assets80%
Score
40 / 100
Rank

30.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #755 out of 1,085

Grade
D

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

19 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. VF Corp
         % of fund invested: 3.42%
         $USD invested: $14.14M
  • 2. Capri Holdings Ltd
         % of fund invested: 1.19%
         $USD invested: $4.91M
  • 3. Galapagos NV ADR
         % of fund invested: 0.95%
         $USD invested: $3.93M
  • 4. American Eagle Outfitters Inc
         % of fund invested: 1.08%
         $USD invested: $4.45M
  • 5. OGE Energy Corp
         % of fund invested: 1.17%
         $USD invested: $4.84M
  • 6. Progress Software Corp
         % of fund invested: 1.53%
         $USD invested: $6.32M
  • 7. New Jersey Resources Corp
         % of fund invested: 0.85%
         $USD invested: $3.51M
  • 8. ArcBest Corp
         % of fund invested: 0.65%
         $USD invested: $2.7M
  • 9. Valmont Industries Inc
         % of fund invested: 3.45%
         $USD invested: $14.27M
  • 10. Gibraltar Industries Inc
         % of fund invested: 0.88%
         $USD invested: $3.64M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Seacoast Banking Corp of Florida
         % of fund invested: 1.71%
         $USD invested: $7.06M
  • 2. Silgan Holdings Inc
         % of fund invested: 1.04%
         $USD invested: $4.28M
  • 3. Community Financial System Inc
         % of fund invested: 1.39%
         $USD invested: $5.73M
  • 4. Advance Auto Parts Inc
         % of fund invested: 1.79%
         $USD invested: $7.39M
  • 5. United Community Banks Inc
         % of fund invested: 1%
         $USD invested: $4.14M
  • 6. Five9 Inc
         % of fund invested: 0.43%
         $USD invested: $1.77M
  • 7. O-I Glass Inc
         % of fund invested: 1.6%
         $USD invested: $6.61M
  • 8. Glacier Bancorp Inc
         % of fund invested: 1.45%
         $USD invested: $6M
  • 9. Stag Industrial Inc
         % of fund invested: 1.14%
         $USD invested: $4.72M
  • 10. Hub Group Inc Class A
         % of fund invested: 0.41%
         $USD invested: $1.68M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Segall Bryant & Hamill 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%
Full fund results

Holdings — 0 flagged holdings

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