Virtus KAR Small-Mid Cap Core Fund
Shareclass
Virtus KAR Small-Mid Cap Core I (VKSIX)
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 Virtus KAR Small-Mid Cap Core Fund
FUND COVERAGE
# of holdings29
% of assets92%
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
3 / 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. Equifax Inc3.44%$75.25M
- 2. Choice Hotels International Inc2.76%$60.46M
- 3. Watsco Inc Ordinary Shares3.45%$75.47M
- 4. LPL Financial Holdings Inc5.19%$113.69M
- 5. Nordson Corp3.03%$66.26M
- 6. UL Solutions Inc Class A common stock3.31%$72.58M
- 7. Zebra Technologies Corp Ordinary Shares - Class A2.99%$65.47M
- 8. Pool Corp3.12%$68.34M
- 9. Jack Henry & Associates Inc3.13%$68.45M
- 10. The Cooper Companies Inc2.95%$64.6M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Chemed Corp1.99%$43.57M
- 2. Ollie's Bargain Outlet Holdings Inc2.93%$64.15M
- 3. Exponent Inc1.73%$37.99M
- 4. Rollins Inc3.72%$81.45M
- 5. Saia Inc2.36%$51.64M
- 6. SiteOne Landscape Supply Inc1.89%$41.32M
- 7. Fair Isaac Corp1.62%$35.52M
- 8. WR Berkley Corp4.8%$105.04M
- 9. Teledyne Technologies Inc3.53%$77.28M
- 10. Interactive Brokers Group Inc Class A4.82%$105.47M
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 Virtus KAR Small-Mid Cap Core Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$152.52M
6.96%
Borders high risk
1
$77.28M
3.53%
Total
2
$152.52M
6.96%
Holdings — 2 flagged holdings
1.
Teledyne Technologies Inc
:$77.28M
3.53%
2.
Equifax Inc
:$75.25M
3.44%
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.
Virtus KAR Small-Mid Cap Core Fund VKSIX
Environment
Social
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