Wasatch Micro Cap Value Fund
Shareclass
Wasatch Micro Cap Value Institutional (WGMVX)
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 Wasatch Micro Cap Value Fund
FUND COVERAGE
# of holdings11
% of assets17%
Score
33 / 100
Rank
UNRANKED
Fund is below coverage threshold
Grade
N/A
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
16 / 40
Gender Equality: Equal Compensation and Work Life Balance
2 / 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. ArcBest Corp0.82%$2.9M
- 2. ICF International Inc2.4%$8.49M
- 3. Granite Construction Inc1.8%$6.38M
- 4. Addus HomeCare Corp1.37%$4.85M
- 5. Camtek Ltd1.26%$4.46M
- 6. Standex International Corp2.61%$9.22M
- 7. Champion Homes Inc2.52%$8.93M
- 8. UFP Technologies Inc1.51%$5.34M
- 9. Patrick Industries Inc1.06%$3.75M
- 10. LGI Homes Inc1.05%$3.73M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Axos Financial Inc0.85%$3M
- 2. LGI Homes Inc1.05%$3.73M
- 3. Patrick Industries Inc1.06%$3.75M
- 4. UFP Technologies Inc1.51%$5.34M
- 5. Champion Homes Inc2.52%$8.93M
- 6. Standex International Corp2.61%$9.22M
- 7. Camtek Ltd1.26%$4.46M
- 8. Addus HomeCare Corp1.37%$4.85M
- 9. ICF International Inc2.4%$8.49M
- 10. Granite Construction Inc1.8%$6.38M
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 Micro Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$6.38M
1.8%
Borders high risk
1
$6.38M
1.8%
Total
1
$6.38M
1.8%
Holdings — 1 flagged holdings
1.
Granite Construction Inc
:$6.38M
1.8%
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 Micro Cap Value Fund WGMVX
Environment
Social
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