SouthernSun Small Cap
Shareclass
SouthernSun Small Cap, I (SSSIX)
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 SouthernSun Small Cap
FUND COVERAGE
# of holdings19
% of assets79%
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
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Louisiana-Pacific Corp5.19%$13.11M
- 2. Murphy USA Inc4.12%$10.4M
- 3. Extreme Networks Inc3.54%$8.95M
- 4. Dycom Industries Inc2.58%$6.52M
- 5. Belden Inc5.08%$12.84M
- 6. Armstrong World Industries Inc3.9%$9.85M
- 7. AGCO Corp5.12%$12.93M
- 8. Modine Manufacturing Co3.68%$9.3M
- 9. MSA Safety Inc3.27%$8.26M
- 10. Darling Ingredients Inc6.85%$17.31M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Crane NXT Co2.51%$6.33M
- 2. Boston Beer Co Inc Class A2.38%$6.01M
- 3. Boot Barn Holdings Inc5.47%$13.82M
- 4. Enerpac Tool Group Corp Class A3.52%$8.88M
- 5. The Timken Co3.79%$9.58M
- 6. Dorman Products Inc4.92%$12.44M
- 7. Advanced Energy Industries Inc4.59%$11.59M
- 8. Thor Industries Inc1.89%$4.77M
- 9. The Brink's Co6.1%$15.4M
- 10. Darling Ingredients Inc6.85%$17.31M
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 SouthernSun Small Cap
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%
Holdings — 0 flagged holdings
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.
SouthernSun Small Cap SSSIX
Environment
Social
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