Victory Sycamore Established Value Fund
Shareclass
Victory Sycamore Established Value R6 (VEVRX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Victory Sycamore Established Value Fund
FUND COVERAGE
# of holdings75
% of assets97%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Hologic Inc1.57%$267.33M
- 2. Willis Towers Watson PLC1.94%$330.25M
- 3. Hilton Worldwide Holdings Inc0.68%$116.75M
- 4. Expedia Group Inc1.81%$308.23M
- 5. Ralph Lauren Corp Class A0.25%$42.96M
- 6. Principal Financial Group Inc1.31%$222.78M
- 7. Xylem Inc1.74%$296.48M
- 8. The Hartford Insurance Group Inc1.7%$289.46M
- 9. NNN REIT Inc1.77%$302.2M
- 10. Check Point Software Technologies Ltd1.2%$205.05M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Penske Automotive Group Inc1.04%$177.39M
- 2. Steel Dynamics Inc1.13%$193.25M
- 3. Lamar Advertising Co Class A1.66%$282.91M
- 4. The Middleby Corp0.76%$128.94M
- 5. Axalta Coating Systems Ltd0.66%$112.19M
- 6. American Financial Group Inc1.79%$305.43M
- 7. CF Industries Holdings Inc1.6%$273.58M
- 8. Microchip Technology Inc1.51%$256.94M
- 9. RPM International Inc1.5%$256.04M
- 10. Maplebear Inc0.49%$82.82M
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 Victory Sycamore Established Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$611.52M
3.59%
Borders high risk
2
$415.06M
2.43%
Total
3
$611.52M
3.59%
Holdings — 3 flagged holdings
1.
L3Harris Technologies Inc
:$242.19M
1.42%
2.
TransUnion
:$196.46M
1.15%
3.
Textron Inc
:$172.87M
1.01%
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.
Victory Sycamore Established Value Fund VEVRX
Environment
Social
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