Bahl & Gaynor Income Growth Fund
Shareclass
Bahl & Gaynor Income Growth A (AFNAX)
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 Bahl & Gaynor Income Growth Fund
FUND COVERAGE
# of holdings47
% of assets99%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co3.2%$60.11M
- 2. Mondelez International Inc Class A3.02%$56.66M
- 3. Philip Morris International Inc0.71%$13.25M
- 4. JPMorgan Chase & Co3.46%$64.89M
- 5. Accenture PLC Class A1.21%$22.74M
- 6. PepsiCo Inc1.38%$25.8M
- 7. Johnson & Johnson4.82%$90.43M
- 8. The Hartford Insurance Group Inc1.35%$25.32M
- 9. Microsoft Corp4.22%$79.17M
- 10. McDonald's Corp2.74%$51.36M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Fastenal Co0.79%$14.85M
- 2. NextEra Energy Inc2.67%$50.09M
- 3. Broadcom Inc6.66%$125M
- 4. Apollo Asset Management, Inc.0.69%$12.99M
- 5. Targa Resources Corp0.51%$9.58M
- 6. Illinois Tool Works Inc1.22%$22.87M
- 7. Kinder Morgan Inc Class P0.97%$18.2M
- 8. The Home Depot Inc2.59%$48.65M
- 9. General Dynamics Corp1.68%$31.44M
- 10. The Travelers Companies Inc3.26%$61.16M
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 Bahl & Gaynor Income Growth Fund
Totals
Holdings
Assets
Weight
Prisons
2
$130.54M
6.96%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$182.71M
9.74%
Borders high risk
3
$80.8M
4.31%
Total
6
$234.07M
12%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$79.17M
4.22%
2.
McDonald's Corp
$51.36M
2.74%
3.
General Dynamics Corp
:$31.44M
1.68%
4.
Lockheed Martin Corp
:$30.77M
1.64%
5.
Accenture PLC Class A
:$22.74M
1.21%
6.
RTX Corp
:$18.58M
0.99%
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.
Bahl & Gaynor Income Growth Fund AFNAX
Environment
Social
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