SouthernSun U.S. Equity
Shareclass
SouthernSun U.S. Equity, I (SSEIX)
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 U.S. Equity
FUND COVERAGE
# of holdings22
% of assets89%
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 Inc Ordinary Shares3.72%$1.77M
- 2. Louisiana-Pacific Corp4.82%$2.29M
- 3. Broadridge Financial Solutions Inc6.82%$3.24M
- 4. Murphy USA Inc4.17%$1.98M
- 5. Trex Co Inc1.98%$940,828
- 6. Valmont Industries Inc4.62%$2.19M
- 7. Generac Holdings Inc5.14%$2.45M
- 8. Dycom Industries Inc2.08%$987,824
- 9. Belden Inc4.87%$2.32M
- 10. Armstrong World Industries Inc3.89%$1.85M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Crane NXT Co1.98%$940,555
- 2. Boston Beer Co Inc Class A2.46%$1.17M
- 3. APi Group Corp6%$2.85M
- 4. Boot Barn Holdings Inc5.2%$2.47M
- 5. The Timken Co3.53%$1.68M
- 6. Thor Industries Inc1.97%$937,034
- 7. Floor & Decor Holdings Inc Class A3.09%$1.47M
- 8. The Brink's Co5.12%$2.44M
- 9. Darling Ingredients Inc6.59%$3.13M
- 10. MSA Safety Inc2.84%$1.35M
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 U.S. Equity
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 U.S. Equity SSEIX
Environment
Social
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