Thornburg Small/Mid Cap Growth Fund - Thornburg
Shareclass
Thornburg Small/Mid Cap Growth Fund Thornburg Small/Mid Cap Growth Fund - Class A (THCGX)
Type
Open-end mutual fund
Manager
Filing
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 Thornburg Small/Mid Cap Growth Fund - Thornburg
FUND COVERAGE
# of holdings36
% of assets84%
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
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. On Holding AG1.44%$3.12M
- 2. Cytokinetics Inc2.41%$5.24M
- 3. Adtalem Global Education Inc1.82%$3.95M
- 4. Freshpet Inc1.82%$3.94M
- 5. JFrog Ltd3.07%$6.65M
- 6. Glaukos Corp2.49%$5.39M
- 7. Insulet Corp1.87%$4.05M
- 8. TransUnion2.63%$5.71M
- 9. Monday.com Ltd1.26%$2.72M
- 10. TechnipFMC PLC2.48%$5.37M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Argan Inc3.56%$7.71M
- 2. Agilysys Inc3.38%$7.33M
- 3. Celsius Holdings Inc2.38%$5.17M
- 4. Vertiv Holdings Co3.48%$7.54M
- 5. Saia Inc1.52%$3.29M
- 6. Shift4 Payments Inc1.65%$3.58M
- 7. Churchill Downs Inc1.49%$3.22M
- 8. SharkNinja Inc3.55%$7.7M
- 9. Dutch Bros Inc2.42%$5.25M
- 10. Applied Industrial Technologies Inc2.43%$5.27M
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 Growth Fund - Thornburg
Totals
Holdings
Assets
Weight
Prisons
1.0
$5.71M
2.63%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
2.0
$9.11M
4.2%
Borders high risk
0.0
$0
0%
Total
2.0
$9.11M
4.2%
Holdings — 2 flagged holdings
1.
TransUnion
:$5.71M
2.63%
2.
AeroVironment Inc
:$3.4M
1.57%
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 Growth Fund - Thornburg THCGX
Environment
Social
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