SGI Small Cap Core Fund
Shareclass
SGI Small Cap Core Fund I Shares (BOGIX)
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 SGI Small Cap Core Fund
FUND COVERAGE
# of holdings119
% of assets65%
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
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. Etsy Inc0.49%$584,431
- 2. Zillow Group Inc Class A0.44%$525,398
- 3. Workiva Inc Class A0.28%$340,102
- 4. Black Hills Corp0.97%$1.16M
- 5. LiveRamp Holdings Inc0.19%$226,565
- 6. Tri Pointe Homes Inc0.94%$1.13M
- 7. Banner Corp0.17%$199,448
- 8. Radian Group Inc1.01%$1.21M
- 9. CommVault Systems Inc0.84%$1.01M
- 10. Alkermes PLC0.5%$598,140
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Supernus Pharmaceuticals Inc0.17%$201,148
- 2. Axos Financial Inc0.74%$886,201
- 3. Virtu Financial Inc Class A0.92%$1.11M
- 4. Viper Energy Inc Ordinary Shares - Class A0.14%$167,633
- 5. Enova International Inc1.05%$1.26M
- 6. Mueller Industries Inc1.21%$1.46M
- 7. International Bancshares Corp0.15%$178,819
- 8. Verra Mobility Corp Class A0.28%$337,822
- 9. Arrowhead Pharmaceuticals Inc0.29%$342,624
- 10. Rush Enterprises Inc Class B0.11%$128,334
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 SGI Small Cap Core Fund
Totals
Holdings
Assets
Weight
Prisons
1
$1.09M
0.9%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$373,627
0.31%
Borders high risk
0
$0
0%
Total
2
$1.46M
1.22%
Holdings — 2 flagged holdings
1.
Cal-Maine Foods Inc
$1.09M
0.9%
2.
Benchmark Electronics Inc
:$373,627
0.31%
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.
SGI Small Cap Core Fund BOGIX
Environment
Social
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