Touchstone Small Cap Fund

Shareclass
Touchstone Small Cap A (TSFAX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Touchstone Small Cap Fund

FUND COVERAGE
# of holdings28
% of assets88%
Score
39 / 100
Rank

27.9 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #783 out of 1,085

Grade
D

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

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. Essential Properties Realty Trust Inc
         % of fund invested: 3.51%
         $USD invested: $9.36M
  • 2. DoubleVerify Holdings Inc
         % of fund invested: 1.2%
         $USD invested: $3.21M
  • 3. Vontier Corp Ordinary Shares
         % of fund invested: 4.12%
         $USD invested: $10.97M
  • 4. Certara Inc Ordinary Shares
         % of fund invested: 2.14%
         $USD invested: $5.71M
  • 5. Murphy USA Inc
         % of fund invested: 2.66%
         $USD invested: $7.1M
  • 6. The Hanover Insurance Group Inc
         % of fund invested: 3.16%
         $USD invested: $8.41M
  • 7. Pricesmart Inc
         % of fund invested: 2.72%
         $USD invested: $7.24M
  • 8. ACI Worldwide Inc
         % of fund invested: 5.14%
         $USD invested: $13.71M
  • 9. Gates Industrial Corp PLC
         % of fund invested: 4.07%
         $USD invested: $10.85M
  • 10. Enovis Corp
         % of fund invested: 1.58%
         $USD invested: $4.22M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. White Mountains Insurance Group Ltd
         % of fund invested: 4.81%
         $USD invested: $12.82M
  • 2. Interparfums Inc
         % of fund invested: 2.24%
         $USD invested: $5.97M
  • 3. Qualys Inc
         % of fund invested: 2.39%
         $USD invested: $6.36M
  • 4. NewMarket Corp
         % of fund invested: 4.63%
         $USD invested: $12.35M
  • 5. ePlus Inc
         % of fund invested: 2.32%
         $USD invested: $6.17M
  • 6. The Marzetti Co
         % of fund invested: 2.91%
         $USD invested: $7.76M
  • 7. UniFirst Corp
         % of fund invested: 1.98%
         $USD invested: $5.27M
  • 8. Haemonetics Corp
         % of fund invested: 1.5%
         $USD invested: $4.01M
  • 9. Graham Holdings Co Ordinary Shares - Class B
         % of fund invested: 3.35%
         $USD invested: $8.93M
  • 10. Atlantic Union Bankshares Corp
         % of fund invested: 3.46%
         $USD invested: $9.22M

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 Touchstone Small Cap 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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