Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Wasatch Core Growth Fund
FUND COVERAGE
# of holdings49
% of assets96%
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
18 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novanta Inc1.12%$47.35M
- 2. Morningstar Inc1.16%$49.01M
- 3. Medpace Holdings Inc2.94%$124.33M
- 4. Freshpet Inc1.03%$43.64M
- 5. Balchem Corp1.57%$66.37M
- 6. Valvoline Inc2.06%$86.82M
- 7. Q2 Holdings Inc1.43%$60.5M
- 8. Certara Inc Ordinary Shares1.74%$73.44M
- 9. AAON Inc1.45%$61.04M
- 10. Trex Co Inc1.87%$79.14M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. RBC Bearings Inc3.6%$151.97M
- 2. ACV Auctions Inc Ordinary Shares - Class A0.74%$31.37M
- 3. Ncino Inc Ordinary Shares0.95%$40.04M
- 4. Clearwater Analytics Holdings Inc Class A1.03%$43.71M
- 5. UFP Industries Inc0.95%$40.02M
- 6. Ollie's Bargain Outlet Holdings Inc2.94%$124.26M
- 7. Wingstop Inc1.28%$54.23M
- 8. Cohen & Steers Inc0.89%$37.5M
- 9. Loar Holdings Inc1.95%$82.49M
- 10. CSW Industrials Inc1.38%$58.41M
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 Wasatch Core Growth 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%
Holdings — 0 flagged holdings
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.
Wasatch Core Growth Fund WGROX
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