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Clifford Capital Fcs Sm Cp Val Instl FSVVX Sustainability

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Sustainability Analysis

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Sustainable Summary

Clifford Capital Focused Sm Cp Val Fd has a number of positive attributes that may appeal to sustainability-focused investors.

This fund lands in the 10% of strategies with the lowest ESG risk in the US Equity Small Cap category, earning it the highest Morningstar Sustainability Rating of 5 globes. ESG risk provides investors with a signal that reflects to what degree their investments are exposed to risks related to material ESG issues, such as climate change and inequalities, that are not sufficiently managed. ESG risk differs from impact, which is about seeking positive environmental and social outcomes.

One key area of strength for Clifford Capital Focused Sm Cp Val Fd is its medium Morningstar Portfolio Carbon Risk Score of 9.92 and low fossil fuel exposure of 3.73% over the past 12 months, which earns it the Morningstar Low Carbon Designation. The fund is therefore well positioned to transition to a low-carbon economy. No companies held by Clifford Capital Focused Sm Cp Val Fd are recognized as being involved in controversies at a high or severe level. From bribery and corruption to workplace discrimination and environmental incidents, controversies can have significant financial repercussions, ranging from legal penalties to consumer boycotts. In addition, controversies can damage the reputation of both companies themselves and their shareholders.

One potential issue for a sustainability-focused investor is that Clifford Capital Focused Sm Cp Val Fd doesn’t have an ESG-focused mandate. Funds with an ESG-focused mandate would have a higher probability to drive positive ESG outcomes.

ESG Commitment Level Asset Manager

An ESG Commitment Level Asset Manager rating is not assigned to this investment.

Morningstar analysts award an ESG Commitment Level Asset Manager ratings to investments that also receive Morningstar Analyst Ratings. Not all investments currently have Asset Manager rating. Morningstar is expanding its coverage, prioritizing investments that are most relevant to investors.