WESTWOOD QUALITY SMALLCAP FUND - Ultimus Managers Trust
Shareclass
WESTWOOD QUALITY SMALLCAP FUND Westwood Quality SmallCap Fund Ultra Shares (WWSYX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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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 WESTWOOD QUALITY SMALLCAP FUND - Ultimus Managers Trust
FUND COVERAGE
# of holdings44
% of assets70%
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
19 / 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. Merit Medical Systems Inc1.84%$16.66M
- 2. AVISTA CORP1.5%$13.61M
- 3. MGE Energy Inc0.58%$5.27M
- 4. Gulfport Energy Corp1.05%$9.48M
- 5. ArcBest Corp1.04%$9.39M
- 6. MDU Resources Group Inc2.06%$18.65M
- 7. YETI Holdings Inc1.69%$15.33M
- 8. Trex Co Inc0.96%$8.7M
- 9. Academy Sports & Outdoors Inc1.89%$17.12M
- 10. Four Corners Property Trust Inc1.47%$13.33M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Seacoast Banking Corp of Florida1.92%$17.4M
- 2. Renasant Corp1.97%$17.84M
- 3. Verra Mobility Corp1.33%$12.03M
- 4. Power Integrations Inc1.41%$12.82M
- 5. FB Financial Corp2%$18.1M
- 6. Interparfums Inc1.76%$15.93M
- 7. Simmons First National Corp2.01%$18.19M
- 8. Boot Barn Holdings Inc1.05%$9.51M
- 9. Visteon Corp1.48%$13.41M
- 10. COPT Defense Properties1.87%$16.96M
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 WESTWOOD QUALITY SMALLCAP FUND - Ultimus Managers Trust
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$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.
WESTWOOD QUALITY SMALLCAP FUND - Ultimus Managers Trust WWSYX
Environment
Social
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