Undiscovered Managers Behavioral Value Fund
Shareclass
Undiscovered Managers Behavioral Val L (UBVLX)
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 Undiscovered Managers Behavioral Value Fund
FUND COVERAGE
# of holdings80
% of assets94%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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. Science Applications International Corp0.84%$82.48M
- 2. Hillenbrand Inc0.91%$89.27M
- 3. Portland General Electric Co1.92%$189.55M
- 4. NorthWestern Energy Group Inc0.27%$27.06M
- 5. Black Hills Corp0.7%$68.76M
- 6. Tri Pointe Homes Inc0.26%$25.64M
- 7. Graphic Packaging Holding Co2.83%$279.26M
- 8. CNO Financial Group Inc1.44%$142.01M
- 9. Cushman & Wakefield PLC0.37%$36.75M
- 10. Citizens Financial Group Inc2.93%$288.63M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Silgan Holdings Inc0.45%$44.35M
- 2. Primo Brands Corp Ordinary Shares - Class A0.95%$93.22M
- 3. Gentex Corp1.39%$137.3M
- 4. Advance Auto Parts Inc1.4%$137.7M
- 5. White Mountains Insurance Group Ltd1.54%$151.67M
- 6. NCR Atleos Corp0.78%$77.02M
- 7. CVB Financial Corp0.38%$37.07M
- 8. Simmons First National Corp Class A0.25%$24.2M
- 9. NCR Voyix Corp0.78%$77.19M
- 10. Shift4 Payments Inc Class A0.89%$88.12M
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 Undiscovered Managers Behavioral Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$288.63M
2.93%
Prisons high risk
1
$288.63M
2.93%
Private prisons
0
$0
0%
Borders
3
$530.27M
5.38%
Borders high risk
3
$530.27M
5.38%
Total
3
$530.27M
5.38%
Holdings — 3 flagged holdings
1.
Citizens Financial Group Inc
:$288.63M
2.93%
2.
Granite Construction Inc
:$159.16M
1.62%
3.
Science Applications International Corp
:$82.48M
0.84%
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.
Undiscovered Managers Behavioral Value Fund UBVLX
Environment
Social
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