Bahl and Gaynor Income Growth Fund - INVESTMENT MANAGERS SERIES TRUST
Shareclass
Bahl and Gaynor Income Growth Fund Class A (AFNAX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Bahl and Gaynor Income Growth Fund - INVESTMENT MANAGERS SERIES TRUST
FUND COVERAGE
# of holdings48
% of assets96%
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 Co/The2.92%$50.16M
- 2. Mondelez International Inc2.53%$43.44M
- 3. Philip Morris International Inc0.68%$11.62M
- 4. JPMorgan Chase & Co3.21%$55.21M
- 5. Accenture PLC1.82%$31.37M
- 6. PepsiCo Inc1.37%$23.59M
- 7. Johnson & Johnson5.27%$90.54M
- 8. Hartford Insurance Group Inc/The1.75%$30.09M
- 9. Microsoft Corp4.56%$78.41M
- 10. McDonald's Corp2.67%$45.96M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Fastenal Co0.61%$10.53M
- 2. Garmin Ltd0.49%$8.35M
- 3. NextEra Energy Inc2.78%$47.79M
- 4. Broadcom Inc5.11%$87.8M
- 5. Targa Resources Corp1.19%$20.49M
- 6. Apollo Global Management Inc1.06%$18.15M
- 7. Illinois Tool Works Inc1.13%$19.38M
- 8. Kinder Morgan Inc0.92%$15.86M
- 9. Home Depot Inc/The2.16%$37.07M
- 10. General Dynamics Corp2.03%$34.91M
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 and Gaynor Income Growth Fund - INVESTMENT MANAGERS SERIES TRUST
Totals
Holdings
Assets
Weight
Prisons
2.0
$124.37M
7.23%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$189.63M
11%
Borders high risk
3.0
$79.85M
4.64%
Total
6.0
$235.59M
14%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$78.41M
4.56%
2.
McDonald's Corp
$45.96M
2.67%
3.
General Dynamics Corp
:$34.91M
2.03%
4.
Accenture PLC
:$31.37M
1.82%
5.
Lockheed Martin Corp
:$26.67M
1.55%
6.
RTX Corp
:$18.27M
1.06%
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 and Gaynor Income Growth Fund - INVESTMENT MANAGERS SERIES TRUST AFNAX
Environment
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