WCM Mid Cap Quality Value Fund
Shareclass
WCM Mid Cap Quality Value Y (WMVYX)
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 WCM Mid Cap Quality Value Fund
FUND COVERAGE
# of holdings32
% of assets95%
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
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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. Jones Lang LaSalle Inc4.66%$285,156
- 2. IDEX Corp2.43%$148,763
- 3. Ball Corp1.57%$96,252
- 4. Watsco Inc Ordinary Shares2.62%$160,103
- 5. Wyndham Hotels & Resorts Inc Ordinary Shares3.25%$198,871
- 6. CBRE Group Inc Class A3.88%$236,970
- 7. GoDaddy Inc Class A3.97%$243,010
- 8. Tetra Tech Inc2.73%$167,234
- 9. Avery Dennison Corp2.35%$143,683
- 10. YETI Holdings Inc1.99%$121,472
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc3.28%$200,693
- 2. Chemed Corp1.89%$115,517
- 3. Brown & Brown Inc4.61%$281,839
- 4. APi Group Corp3.99%$243,855
- 5. SiteOne Landscape Supply Inc1.98%$120,814
- 6. RLI Corp2.84%$173,550
- 7. Entegris Inc3.09%$188,988
- 8. Graco Inc2.75%$168,221
- 9. Teledyne Technologies Inc3.26%$199,254
- 10. Element Solutions Inc3.79%$232,067
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 WCM Mid Cap Quality Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$352,477
5.76%
Borders high risk
2
$352,477
5.76%
Total
2
$352,477
5.76%
Holdings — 2 flagged holdings
1.
Teledyne Technologies Inc
:$199,254
3.26%
2.
Booz Allen Hamilton Holding Corp Class A
:$153,223
2.51%
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.
WCM Mid Cap Quality Value Fund WMVYX
Environment
Social
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