Shelton Capital Management S&P Smallcap Index Fund
Shareclass
Shelton S&P Smallcap Index Investor (SMCIX)
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 Shelton Capital Management S&P Smallcap Index Fund
FUND COVERAGE
# of holdings335
% of assets77%
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
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. Etsy Inc0.42%$204,502
- 2. The Chemours Co0.13%$63,570
- 3. Hillenbrand Inc0.11%$55,032
- 4. Organon & Co Ordinary Shares0.19%$92,638
- 5. Robert Half Inc0.31%$153,199
- 6. Pathward Financial Inc0.14%$70,100
- 7. Sunrun Inc0.14%$69,865
- 8. LiveRamp Holdings Inc0.17%$82,071
- 9. Ziff Davis Inc0.1%$47,282
- 10. Essential Properties Realty Trust Inc0.43%$211,276
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TG Therapeutics Inc0.36%$174,084
- 2. Servisfirst Bancshares Inc0.3%$144,556
- 3. Supernus Pharmaceuticals Inc0.14%$67,831
- 4. Axos Financial Inc0.31%$152,384
- 5. RadNet Inc0.28%$134,365
- 6. Virtu Financial Inc Class A0.28%$134,460
- 7. LGI Homes Inc0.09%$43,947
- 8. Kratos Defense & Security Solutions Inc0.53%$257,287
- 9. ADMA Biologics Inc0.32%$156,023
- 10. Patrick Industries Inc0.23%$113,308
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 Shelton Capital Management S&P Smallcap Index Fund
Totals
Holdings
Assets
Weight
Prisons
4
$378,739
0.78%
Prisons high risk
3
$228,098
0.47%
Private prisons
2
$205,732
0.42%
Borders
6
$835,026
1.71%
Borders high risk
3
$356,657
0.73%
Total
8
$1.01M
2.07%
Holdings — 8 flagged holdings
1.
AeroVironment Inc
:$296,348
0.61%
2.
Granite Construction Inc
:$150,925
0.31%
3.
Cal-Maine Foods Inc
$150,641
0.31%
4.
OSI Systems Inc
:$127,271
0.26%
5.
The GEO Group Inc
:$121,115
0.25%
6.
CoreCivic Inc
:$84,617
0.17%
7.
Benchmark Electronics Inc
:$54,750
0.11%
8.
Sturm Ruger & Co Inc
$22,366
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.
Shelton Capital Management S&P Smallcap Index Fund SMCIX
Environment
Social
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