T. Rowe Price Mid-Cap Growth Fund

Shareclass
T. Rowe Price Mid-Cap Growth Z (TRQZX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund T. Rowe Price Mid-Cap Growth Fund

FUND COVERAGE
# of holdings114
% of assets93%
Score
47 / 100
Rank

80.2 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #216 out of 1,085

Grade
A

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

25 / 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. Biogen Inc
         % of fund invested: 0.26%
         $USD invested: $69.8M
  • 2. Hologic Inc
         % of fund invested: 2.25%
         $USD invested: $604.81M
  • 3. New York Times Co Class A
         % of fund invested: 0.86%
         $USD invested: $230.05M
  • 4. Hilton Worldwide Holdings Inc
         % of fund invested: 2.02%
         $USD invested: $543.11M
  • 5. HubSpot Inc
         % of fund invested: 0.36%
         $USD invested: $95.52M
  • 6. IDEX Corp
         % of fund invested: 0.17%
         $USD invested: $46.81M
  • 7. Keysight Technologies Inc
         % of fund invested: 1.03%
         $USD invested: $277.09M
  • 8. Yum Brands Inc
         % of fund invested: 1.8%
         $USD invested: $484.07M
  • 9. Alnylam Pharmaceuticals Inc
         % of fund invested: 1.74%
         $USD invested: $467.63M
  • 10. Atlassian Corp Class A
         % of fund invested: 0.59%
         $USD invested: $158.83M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. CRISPR Therapeutics AG
         % of fund invested: 0.27%
         $USD invested: $72.81M
  • 2. Vaxcyte Inc Ordinary Shares
         % of fund invested: 0.23%
         $USD invested: $62.82M
  • 3. Markel Group Inc
         % of fund invested: 0.53%
         $USD invested: $141.44M
  • 4. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 0.82%
         $USD invested: $221.55M
  • 5. Wingstop Inc
         % of fund invested: 0.31%
         $USD invested: $83.96M
  • 6. Reddit Inc Class A Shares
         % of fund invested: 0.8%
         $USD invested: $214.28M
  • 7. ESAB Corp
         % of fund invested: 1.04%
         $USD invested: $280.52M
  • 8. Viking Holdings Ltd
         % of fund invested: 1.38%
         $USD invested: $371.42M
  • 9. Aurora Innovation Inc Class A
         % of fund invested: 0.16%
         $USD invested: $43.85M
  • 10. Match Group Inc Ordinary Shares - New
         % of fund invested: 0.28%
         $USD invested: $74.23M

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 T. Rowe Price Mid-Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
1
$484.07M
1.8%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$1B
3.73%
     Borders high risk
2
$528.21M
1.96%
Total
5
$1.49B
5.53%
Full fund results

Holdings — 5 flagged holdings

1.
Yum Brands Inc
Prisons
$484.07M
1.8%
Prisons
$484.07M
1.8%
2.
Textron Inc
Borders
$326.09M
1.21%
Borders :
$326.09M
1.21%
3.
TransUnion
Borders
$270.22M
1.01%
Borders :
$270.22M
1.01%
4.
Equifax Inc
Borders
$205.22M
0.76%
Borders :
$205.22M
0.76%
5.
Booz Allen Hamilton Holding Corp Class A
Borders
$202.12M
0.75%
Borders :
$202.12M
0.75%
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