Wasatch Small Cap Value Fund - WASATCH FUNDS TRUST
Shareclass
Wasatch Small Cap Value Fund Institutional Class Shares (WICVX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Wasatch Small Cap Value Fund - WASATCH FUNDS TRUST
FUND COVERAGE
# of holdings47
% of assets82%
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
17 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 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. Medpace Holdings Inc2.3%$30.4M
- 2. Freshpet Inc1.22%$16.16M
- 3. Valvoline Inc1.48%$19.58M
- 4. Certara Inc1.14%$15.09M
- 5. YETI Holdings Inc1.02%$13.52M
- 6. ICF International Inc2.14%$28.24M
- 7. Granite Construction Inc1.89%$24.98M
- 8. Ensign Group Inc/The2.3%$30.35M
- 9. Copa Holdings SA1.8%$23.76M
- 10. National Storage Affiliates Trust0.84%$11.16M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. ServisFirst Bancshares Inc1.04%$13.76M
- 2. Axos Financial Inc1.43%$18.89M
- 3. Matador Resources Co0.9%$11.88M
- 4. UFP Technologies Inc2.33%$30.84M
- 5. UFP Industries Inc1.9%$25.1M
- 6. Ollie's Bargain Outlet Holdings Inc2.11%$27.86M
- 7. Cohen & Steers Inc1.27%$16.81M
- 8. CSW Industrials Inc2.13%$28.11M
- 9. Champion Homes Inc1.75%$23.14M
- 10. Saia Inc1.5%$19.86M
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 Value Fund - WASATCH FUNDS TRUST
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$24.98M
1.89%
Borders high risk
1.0
$24.98M
1.89%
Total
1.0
$24.98M
1.89%
Holdings — 1 flagged holdings
1.
Granite Construction Inc
:$24.98M
1.89%
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 Value Fund - WASATCH FUNDS TRUST WICVX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer