Value Line Small Cap Opportunities Fund

Shareclass
Value Line Small Cap Opportunities Inv (VLEOX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Value Line Small Cap Opportunities Fund

FUND COVERAGE
# of holdings65
% of assets96%
Score
39 / 100
Rank

29.3 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #768 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

19 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Science Applications International Corp
         % of fund invested: 0.72%
         $USD invested: $5.92M
  • 2. AptarGroup Inc
         % of fund invested: 1.12%
         $USD invested: $9.26M
  • 3. Crocs Inc
         % of fund invested: 0.4%
         $USD invested: $3.27M
  • 4. Genpact Ltd
         % of fund invested: 0.91%
         $USD invested: $7.54M
  • 5. Walker & Dunlop Inc
         % of fund invested: 0.39%
         $USD invested: $3.25M
  • 6. Primerica Inc
         % of fund invested: 1.59%
         $USD invested: $13.16M
  • 7. Medpace Holdings Inc
         % of fund invested: 2.02%
         $USD invested: $16.71M
  • 8. Badger Meter Inc
         % of fund invested: 1.97%
         $USD invested: $16.29M
  • 9. Merit Medical Systems Inc
         % of fund invested: 1.59%
         $USD invested: $13.15M
  • 10. Acuity Inc
         % of fund invested: 1.54%
         $USD invested: $12.74M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. RBC Bearings Inc
         % of fund invested: 3.71%
         $USD invested: $30.68M
  • 2. Silgan Holdings Inc
         % of fund invested: 1.13%
         $USD invested: $9.36M
  • 3. Rush Enterprises Inc Class A
         % of fund invested: 1.78%
         $USD invested: $14.76M
  • 4. Chemed Corp
         % of fund invested: 1.03%
         $USD invested: $8.51M
  • 5. Exponent Inc
         % of fund invested: 1.37%
         $USD invested: $11.3M
  • 6. Wingstop Inc
         % of fund invested: 0.66%
         $USD invested: $5.49M
  • 7. Crane NXT Co
         % of fund invested: 0.61%
         $USD invested: $5.05M
  • 8. Qualys Inc
         % of fund invested: 0.35%
         $USD invested: $2.87M
  • 9. GATX Corp
         % of fund invested: 2.01%
         $USD invested: $16.66M
  • 10. ePlus Inc
         % of fund invested: 1.19%
         $USD invested: $9.87M

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 Value Line Small Cap Opportunities Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$40.89M
4.94%
     Borders high risk
1
$5.92M
0.72%
Total
2
$40.89M
4.94%
Full fund results

Holdings — 2 flagged holdings

1.
CACI International Inc Class A
Borders
$34.96M
4.23%
Borders :
$34.96M
4.23%
2.
Science Applications International Corp
Borders
$5.92M
0.72%
Borders :
$5.92M
0.72%
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