Spyglass Growth Fund - Manager Directed Portfolios

Shareclass
Spyglass Growth Fund Institutional Shares (SPYGX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Spyglass Growth Fund - Manager Directed Portfolios

FUND COVERAGE
# of holdings25
% of assets99%
Score
40 / 100
Rank

35.6 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #670 out of 1,038

Grade
D

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

19 / 40

Gender Equality: Equal Compensation and Work Life Balance

6 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Affirm Holdings Inc
         % of fund invested: 5.37%
         $USD invested: $62.32M
  • 2. HubSpot Inc
         % of fund invested: 5.29%
         $USD invested: $61.34M
  • 3. Illumina Inc
         % of fund invested: 2.63%
         $USD invested: $30.48M
  • 4. DoorDash Inc
         % of fund invested: 3.06%
         $USD invested: $35.46M
  • 5. Medpace Holdings Inc
         % of fund invested: 1.94%
         $USD invested: $22.52M
  • 6. Exact Sciences Corp
         % of fund invested: 2.37%
         $USD invested: $27.55M
  • 7. CoStar Group Inc
         % of fund invested: 5.26%
         $USD invested: $61.07M
  • 8. Samsara Inc
         % of fund invested: 4.15%
         $USD invested: $48.2M
  • 9. AAON Inc
         % of fund invested: 4.53%
         $USD invested: $52.6M
  • 10. MongoDB Inc
         % of fund invested: 5.52%
         $USD invested: $64.05M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Carvana Co
         % of fund invested: 3.81%
         $USD invested: $44.17M
  • 2. nCino Inc
         % of fund invested: 3.7%
         $USD invested: $42.93M
  • 3. Loar Holdings Inc
         % of fund invested: 3.06%
         $USD invested: $35.57M
  • 4. AppLovin Corp
         % of fund invested: 4.03%
         $USD invested: $46.77M
  • 5. Kinsale Capital Group Inc
         % of fund invested: 3.82%
         $USD invested: $44.37M
  • 6. API Group Corp
         % of fund invested: 4.37%
         $USD invested: $50.69M
  • 7. Shift4 Payments Inc
         % of fund invested: 5.35%
         $USD invested: $62.05M
  • 8. Global-e Online Ltd
         % of fund invested: 5.24%
         $USD invested: $60.81M
  • 9. Snowflake Inc
         % of fund invested: 3.6%
         $USD invested: $41.77M
  • 10. Procore Technologies Inc
         % of fund invested: 3.92%
         $USD invested: $45.44M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Spyglass Growth Fund - Manager Directed Portfolios

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%
Full fund results

Holdings — 0 flagged holdings

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