Wasatch Small Cap Growth Fund®
Shareclass
Wasatch Small Cap Growth Institutional (WIAEX)
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 Small Cap Growth Fund®
FUND COVERAGE
# of holdings37
% of assets91%
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
14 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Medpace Holdings Inc4.01%$69.21M
- 2. Freshpet Inc1.47%$25.43M
- 3. JFrog Ltd Ordinary Shares3.48%$60.11M
- 4. Shake Shack Inc Class A1.7%$29.43M
- 5. Valvoline Inc2.63%$45.41M
- 6. Certara Inc Ordinary Shares1.44%$24.94M
- 7. AAON Inc2.17%$37.47M
- 8. Trex Co Inc1.43%$24.79M
- 9. Ensign Group Inc4.71%$81.32M
- 10. Addus HomeCare Corp2.72%$46.96M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Construction Partners Inc Class A3.44%$59.51M
- 2. RBC Bearings Inc4.5%$77.72M
- 3. Agilysys Inc2.49%$43.09M
- 4. Ncino Inc Ordinary Shares0.95%$16.43M
- 5. Clearwater Analytics Holdings Inc Class A1.53%$26.47M
- 6. Alkami Technology Inc1.28%$22.17M
- 7. UFP Technologies Inc1.96%$33.94M
- 8. Ollie's Bargain Outlet Holdings Inc3.74%$64.56M
- 9. Loar Holdings Inc2.13%$36.76M
- 10. Shift4 Payments Inc Class A2.78%$48.08M
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 Small Cap 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 Small Cap Growth Fund® WIAEX
Environment
Social
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