Third Avenue Small Cap Value Fund

Shareclass
Third Avenue Small Cap Value Investor (TVSVX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Third Avenue Small Cap Value Fund

FUND COVERAGE
# of holdings12
% of assets38%
Score
33 / 100
Rank

0.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1,082 out of 1,085

Grade
F

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

14 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 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. Tri Pointe Homes Inc
         % of fund invested: 3.08%
         $USD invested: $4.97M
  • 2. ICF International Inc
         % of fund invested: 2.47%
         $USD invested: $3.98M
  • 3. UMB Financial Corp
         % of fund invested: 6.69%
         $USD invested: $10.79M
  • 4. MYR Group Inc
         % of fund invested: 6.13%
         $USD invested: $9.89M
  • 5. Prosperity Bancshares Inc
         % of fund invested: 4.44%
         $USD invested: $7.16M
  • 6. Alamo Group Inc
         % of fund invested: 2.01%
         $USD invested: $3.25M
  • 7. UniFirst Corp
         % of fund invested: 2.72%
         $USD invested: $4.39M
  • 8. Visteon Corp
         % of fund invested: 0.59%
         $USD invested: $951,194
  • 9. PBF Energy Inc Class A
         % of fund invested: 1.76%
         $USD invested: $2.84M
  • 10. Seaboard Corp
         % of fund invested: 1.8%
         $USD invested: $2.9M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Supernus Pharmaceuticals Inc
         % of fund invested: 3.7%
         $USD invested: $5.96M
  • 2. Tidewater Inc
         % of fund invested: 2.91%
         $USD invested: $4.7M
  • 3. Seaboard Corp
         % of fund invested: 1.8%
         $USD invested: $2.9M
  • 4. PBF Energy Inc Class A
         % of fund invested: 1.76%
         $USD invested: $2.84M
  • 5. Visteon Corp
         % of fund invested: 0.59%
         $USD invested: $951,194
  • 6. UniFirst Corp
         % of fund invested: 2.72%
         $USD invested: $4.39M
  • 7. Alamo Group Inc
         % of fund invested: 2.01%
         $USD invested: $3.25M
  • 8. Prosperity Bancshares Inc
         % of fund invested: 4.44%
         $USD invested: $7.16M
  • 9. MYR Group Inc
         % of fund invested: 6.13%
         $USD invested: $9.89M
  • 10. UMB Financial Corp
         % of fund invested: 6.69%
         $USD invested: $10.79M

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 Third Avenue Small Cap Value Fund

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%
Full fund results

Holdings — 0 flagged holdings

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