Touchstone Strategic Trust-Touchstone Small Company Fund - Touchstone Advisors

Shareclass
Touchstone Strategic Trust-Touchstone Small Company Fund Class A (SAGWX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Touchstone Strategic Trust-Touchstone Small Company Fund - Touchstone Advisors

FUND COVERAGE
# of holdings71
% of assets95%
Score
40 / 100
Rank

32.2 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #706 out of 1,038

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

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Doximity Inc
         % of fund invested: 1.07%
         $USD invested: $15.52M
  • 2. PVH Corp
         % of fund invested: 0.99%
         $USD invested: $14.36M
  • 3. LiveRamp Holdings Inc
         % of fund invested: 2.16%
         $USD invested: $31.37M
  • 4. Crocs Inc
         % of fund invested: 1%
         $USD invested: $14.55M
  • 5. Ziff Davis Inc
         % of fund invested: 0.99%
         $USD invested: $14.38M
  • 6. KBR Inc
         % of fund invested: 0.99%
         $USD invested: $14.41M
  • 7. Ciena Corp
         % of fund invested: 1.53%
         $USD invested: $22.23M
  • 8. Commvault Systems Inc
         % of fund invested: 1.1%
         $USD invested: $16.01M
  • 9. Merit Medical Systems Inc
         % of fund invested: 1.5%
         $USD invested: $21.69M
  • 10. DoubleVerify Holdings Inc
         % of fund invested: 1.1%
         $USD invested: $15.9M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Silgan Holdings Inc
         % of fund invested: 1.04%
         $USD invested: $15.13M
  • 2. Tidewater Inc
         % of fund invested: 1.16%
         $USD invested: $16.86M
  • 3. Chemed Corp
         % of fund invested: 1.17%
         $USD invested: $16.98M
  • 4. Globus Medical Inc
         % of fund invested: 1.47%
         $USD invested: $21.36M
  • 5. Champion Homes Inc
         % of fund invested: 1.4%
         $USD invested: $20.36M
  • 6. Qualys Inc
         % of fund invested: 1.46%
         $USD invested: $21.2M
  • 7. Evercore Inc
         % of fund invested: 1.42%
         $USD invested: $20.58M
  • 8. Zeta Global Holdings Corp
         % of fund invested: 0.74%
         $USD invested: $10.72M
  • 9. Stride Inc
         % of fund invested: 1.27%
         $USD invested: $18.43M
  • 10. Curtiss-Wright Corp
         % of fund invested: 1.04%
         $USD invested: $15.07M

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 Strategic Trust-Touchstone Small Company Fund - Touchstone Advisors

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
2.0
$31.06M
2.14%
     Borders high risk
1.0
$14.41M
0.99%
Total
2.0
$31.06M
2.14%
Full fund results

Holdings — 2 flagged holdings

1.
CACI International Inc
Borders
$16.64M
1.15%
Borders :
$16.64M
1.15%
2.
KBR Inc
Borders
$14.41M
0.99%
Borders :
$14.41M
0.99%
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