Thornburg Small/Mid Cap Core Fund
Shareclass
Thornburg Small/Mid Cap Core I (TVIFX)
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 Thornburg Small/Mid Cap Core Fund
FUND COVERAGE
# of holdings42
% of assets93%
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
4 / 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. BioMarin Pharmaceutical Inc0.89%$4.36M
- 2. Deckers Outdoor Corp1.17%$5.77M
- 3. Walker & Dunlop Inc1.72%$8.47M
- 4. Wyndham Hotels & Resorts Inc Ordinary Shares2.02%$9.93M
- 5. Assurant Inc1.99%$9.8M
- 6. LPL Financial Holdings Inc3.2%$15.76M
- 7. Adtalem Global Education Inc1.9%$9.36M
- 8. Western Alliance Bancorp2.31%$11.38M
- 9. TransUnion2.53%$12.44M
- 10. TechnipFMC PLC2.59%$12.77M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Agilysys Inc2.67%$13.15M
- 2. Talen Energy Corp Ordinary Shares New3.24%$15.96M
- 3. Matador Resources Co1.18%$5.79M
- 4. Vertiv Holdings Co Class A3.21%$15.82M
- 5. SharkNinja Inc2.64%$13M
- 6. Arcosa Inc1.69%$8.31M
- 7. Entegris Inc0.87%$4.26M
- 8. CCC Intelligent Solutions Holdings Inc1.83%$9.01M
- 9. Kemper Corp2.09%$10.28M
- 10. MYR Group Inc2.93%$14.41M
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 Thornburg Small/Mid Cap Core Fund
Totals
Holdings
Assets
Weight
Prisons
1
$11.23M
2.28%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$23.67M
4.81%
Borders high risk
0
$0
0%
Total
2
$23.67M
4.81%
Holdings — 2 flagged holdings
1.
TransUnion
:$12.44M
2.53%
2.
Pinnacle Financial Partners Inc
:$11.23M
2.28%
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.
Thornburg Small/Mid Cap Core Fund TVIFX
Environment
Social
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