Baron Focused Growth Fund
Shareclass
Baron Focused Growth Retail (BFGFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Baron Focused Growth Fund
FUND COVERAGE
# of holdings24
% of assets82%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. On Holding AG4.38%$122.82M
- 2. Arch Capital Group Ltd2.91%$81.66M
- 3. FactSet Research Systems Inc1.28%$35.81M
- 4. Airbnb Inc Ordinary Shares - Class A0.93%$25.98M
- 5. Choice Hotels International Inc2.38%$66.82M
- 6. Verisk Analytics Inc2.08%$58.35M
- 7. Tesla Inc9.74%$273.5M
- 8. Hyatt Hotels Corp Class A3.95%$110.92M
- 9. CoStar Group Inc4.02%$112.78M
- 10. Samsara Inc Ordinary Shares - Class A1.39%$39.11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A4.35%$122.12M
- 2. Shopify Inc Registered Shs -A- Subord Vtg3.57%$100.31M
- 3. Interactive Brokers Group Inc Class A5.29%$148.63M
- 4. Jefferies Financial Group Inc1.14%$32.06M
- 5. Guidewire Software Inc4.56%$127.87M
- 6. Birkenstock Holding PLC4.09%$114.71M
- 7. Duolingo Inc1.26%$35.31M
- 8. Las Vegas Sands Corp1.68%$47.07M
- 9. Vail Resorts Inc3.91%$109.76M
- 10. MSCI Inc4.61%$129.37M
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 Baron Focused Growth Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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.
Baron Focused Growth Fund BFGFX
Environment
Social
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