Bain Capital Equity Opportunities Fund
Shareclass
Bain Capital Equity Opportunities 1
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Bain Capital Equity Opportunities Fund
FUND COVERAGE
# of holdings30
% of assets97%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. NatWest Group PLC3.13%$657,068
- 2. Haleon PLC2.62%$549,548
- 3. Haleon PLC ADR0.54%$114,371
- 4. Bank of America Corp2.66%$558,376
- 5. Marks & Spencer Group PLC2.84%$596,881
- 6. ABN AMRO Bank NV NLDR1.28%$268,874
- 7. SAP SE3.21%$675,148
- 8. SAP SE ADR2.52%$529,438
- 9. Microsoft Corp6.96%$1.46M
- 10. Rolls-Royce Holdings PLC8.33%$1.75M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Evercore Inc Class A2.53%$531,129
- 2. Coupang Inc Ordinary Shares - Class A0.93%$195,279
- 3. DSV AS3.72%$780,421
- 4. Broadcom Inc3.14%$660,182
- 5. Cadence Design Systems Inc2.91%$610,445
- 6. Charles Schwab Corp3.18%$668,151
- 7. Hubbell Inc3.01%$631,810
- 8. TransDigm Group Inc2.95%$618,900
- 9. KKR & Co Inc Ordinary Shares4.45%$933,738
- 10. Liberty Media Corp Registered Shs Series -C- Formula One5.43%$1.14M
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 Bain Capital Equity Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
2
$2.18M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$2.18M
10%
Borders high risk
0
$0
0%
Total
2
$2.18M
10%
Holdings — 2 flagged holdings
1.
Microsoft Corp
:$1.46M
6.96%
2.
Amazon.com Inc
:$718,502
3.42%
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.
Bain Capital Equity Opportunities Fund
Environment
Social
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