YORKTOWN SMALL CAP FUND - American Funds/Capital Group
Shareclass
YORKTOWN SMALL CAP FUND Institutional Class (YOVIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund YORKTOWN SMALL CAP FUND - American Funds/Capital Group
FUND COVERAGE
# of holdings68
% of assets75%
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
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. Globant SA0.89%$314,336
- 2. Upwork Inc1.25%$438,657
- 3. Grab Holdings Ltd0.64%$223,600
- 4. Badger Meter Inc0.69%$241,857
- 5. HA Sustainable Infrastructure Capital Inc1.17%$412,920
- 6. LPL Financial Holdings Inc2.38%$838,350
- 7. Axon Enterprise Inc1.07%$374,774
- 8. Balchem Corp1.21%$425,425
- 9. CyberArk Software Ltd1.16%$409,288
- 10. elf Beauty Inc0.64%$225,223
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Construction Partners Inc1.5%$527,424
- 2. RBC Bearings Inc1.38%$484,679
- 3. Argan Inc0.66%$232,563
- 4. Kratos Defense & Security Solutions Inc1.82%$638,662
- 5. Seacoast Banking Corp of Florida0.88%$309,320
- 6. Riot Platforms Inc0.75%$264,537
- 7. Intapp Inc0.64%$224,070
- 8. Enova International Inc1.06%$371,632
- 9. Mueller Industries Inc2.57%$905,331
- 10. IES Holdings Inc1.02%$357,472
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 YORKTOWN SMALL CAP FUND - American Funds/Capital Group
Totals
Holdings
Assets
Weight
Prisons
1.0
$374,775
1.07%
Prisons high risk
1.0
$374,775
1.07%
Private prisons
0.0
$0
0%
Borders
2.0
$929,884
2.64%
Borders high risk
1.0
$374,775
1.07%
Total
2.0
$929,884
2.64%
Holdings — 2 flagged holdings
1.
AeroVironment Inc
:$555,109
1.58%
2.
Axon Enterprise Inc
:$374,774
1.07%
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.
YORKTOWN SMALL CAP FUND - American Funds/Capital Group YOVIX
Environment
Social
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