VELA Small Cap Fund

Shareclass
VELA Small Cap I (VESMX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund VELA Small Cap Fund

FUND COVERAGE
# of holdings39
% of assets76%
Score
41 / 100
Rank

38.1 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #673 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

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. Criteo SA ADR
         % of fund invested: 2.96%
         $USD invested: $4.25M
  • 2. JFrog Ltd Ordinary Shares
         % of fund invested: 0.97%
         $USD invested: $1.4M
  • 3. Axis Capital Holdings Ltd
         % of fund invested: 2.83%
         $USD invested: $4.07M
  • 4. Valvoline Inc
         % of fund invested: 3.16%
         $USD invested: $4.54M
  • 5. Tetra Tech Inc
         % of fund invested: 1.77%
         $USD invested: $2.54M
  • 6. BOK Financial Corp
         % of fund invested: 1.62%
         $USD invested: $2.32M
  • 7. Murphy USA Inc
         % of fund invested: 1.72%
         $USD invested: $2.47M
  • 8. National Fuel Gas Co
         % of fund invested: 1.2%
         $USD invested: $1.73M
  • 9. Wix.com Ltd
         % of fund invested: 3.11%
         $USD invested: $4.46M
  • 10. Antero Resources Corp
         % of fund invested: 2.12%
         $USD invested: $3.04M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Supernus Pharmaceuticals Inc
         % of fund invested: 1.3%
         $USD invested: $1.87M
  • 2. Tidewater Inc
         % of fund invested: 1.03%
         $USD invested: $1.48M
  • 3. Seaboard Corp
         % of fund invested: 1.69%
         $USD invested: $2.43M
  • 4. Coca-Cola Consolidated Inc
         % of fund invested: 2.32%
         $USD invested: $3.34M
  • 5. Ollie's Bargain Outlet Holdings Inc
         % of fund invested: 0.7%
         $USD invested: $1M
  • 6. Globus Medical Inc Class A
         % of fund invested: 0.97%
         $USD invested: $1.39M
  • 7. NewMarket Corp
         % of fund invested: 1.14%
         $USD invested: $1.64M
  • 8. Hub Group Inc Class A
         % of fund invested: 3.83%
         $USD invested: $5.5M
  • 9. Cactus Inc Class A
         % of fund invested: 1.27%
         $USD invested: $1.82M
  • 10. Shift4 Payments Inc Class A
         % of fund invested: 1.45%
         $USD invested: $2.09M

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 VELA 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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