SouthernSun US Equity Fund - ADVISORS INNER CIRCLE III
Shareclass
SouthernSun US Equity Fund Class I Shares (SSEIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
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 SouthernSun US Equity Fund - ADVISORS INNER CIRCLE III
FUND COVERAGE
# of holdings21
% of assets85%
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
21 / 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. Watsco Inc3.64%$1.55M
- 2. Louisiana-Pacific Corp4.79%$2.04M
- 3. Broadridge Financial Solutions Inc6.06%$2.59M
- 4. Murphy USA Inc4.87%$2.08M
- 5. Extreme Networks Inc3.09%$1.32M
- 6. Valmont Industries Inc4.76%$2.03M
- 7. Generac Holdings Inc4.45%$1.9M
- 8. Belden Inc4.43%$1.89M
- 9. Armstrong World Industries Inc4.34%$1.85M
- 10. AGCO Corp3.17%$1.35M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Crane NXT Co3.87%$1.65M
- 2. Boston Beer Co Inc/The1.45%$619,147
- 3. API Group Corp5.96%$2.54M
- 4. Boot Barn Holdings Inc4.61%$1.97M
- 5. Oshkosh Corp1.48%$631,793
- 6. Thor Industries Inc1.97%$842,715
- 7. Floor & Decor Holdings Inc2.71%$1.16M
- 8. Brink's Co/The5.3%$2.26M
- 9. Darling Ingredients Inc5.64%$2.41M
- 10. MSA Safety Inc3.82%$1.63M
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 US Equity Fund - ADVISORS INNER CIRCLE III
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$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 US Equity Fund - ADVISORS INNER CIRCLE III SSEIX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer