Sterling Capital Small Cap Value Fund
Shareclass
Sterling Capital SmCp Val Instl (STSCX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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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 Sterling Capital Small Cap Value Fund
FUND COVERAGE
# of holdings41
% of assets94%
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
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Portland General Electric Co2.07%$3.61M
- 2. Old National Bancorp1.41%$2.47M
- 3. Chord Energy Corp Ordinary Shares - New0.94%$1.64M
- 4. The Hanover Insurance Group Inc1.77%$3.1M
- 5. Crane Co3.66%$6.41M
- 6. Affiliated Managers Group Inc2.99%$5.24M
- 7. Webster Financial Corp2.42%$4.24M
- 8. Performance Food Group Co3.37%$5.9M
- 9. Casey's General Stores Inc4%$7M
- 10. PTC Inc2.05%$3.58M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Trustmark Corp1.24%$2.18M
- 2. Matador Resources Co1.03%$1.81M
- 3. Community Financial System Inc2.25%$3.94M
- 4. Crane NXT Co1.71%$2.99M
- 5. Moog Inc Class A4.1%$7.17M
- 6. Glacier Bancorp Inc2.31%$4.04M
- 7. ePlus Inc1.8%$3.15M
- 8. Dorman Products Inc2.2%$3.86M
- 9. Wintrust Financial Corp3.58%$6.27M
- 10. Oshkosh Corp3.29%$5.76M
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 Sterling Capital Small Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$6.16M
3.52%
Borders high risk
0
$0
0%
Total
1
$6.16M
3.52%
Holdings — 1 flagged holdings
1.
CACI International Inc Class A
:$6.16M
3.52%
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.
Sterling Capital Small Cap Value Fund STSCX
Environment
Social
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