Baron Growth Fund
Shareclass
Baron Growth Retail (BGRFX)
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 Growth Fund
FUND COVERAGE
# of holdings24
% 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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 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. Arch Capital Group Ltd13%$767.1M
- 2. FactSet Research Systems Inc7.08%$426.71M
- 3. Choice Hotels International Inc6.32%$380.64M
- 4. Morningstar Inc4.79%$288.82M
- 5. Primerica Inc5.63%$339.35M
- 6. Gartner Inc8.38%$505.28M
- 7. CoStar Group Inc6.24%$375.87M
- 8. Iridium Communications Inc2.95%$178M
- 9. IDEXX Laboratories Inc3.11%$187.72M
- 10. MSCI Inc12%$710.54M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A2.03%$122.16M
- 2. Houlihan Lokey Inc Class A1.34%$80.98M
- 3. Clearwater Analytics Holdings Inc Class A0.11%$6.69M
- 4. Cohen & Steers Inc2%$120.56M
- 5. Kinsale Capital Group Inc7.35%$442.77M
- 6. Neogen Corp0.11%$6.42M
- 7. The Carlyle Group Inc1.06%$63.63M
- 8. Moelis & Co Class A0.36%$21.81M
- 9. Bright Horizons Family Solutions Inc0.62%$37.08M
- 10. Gaming and Leisure Properties Inc3.83%$231.07M
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 Growth Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$63.63M
1.06%
Borders high risk
1
$63.63M
1.06%
Total
1
$63.63M
1.06%
Holdings — 1 flagged holdings
1.
The Carlyle Group Inc
:$63.63M
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.
Baron Growth Fund BGRFX
Environment
Social
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