Baron Opportunity Fund
Shareclass
Baron Opportunity R6 (BIOUX)
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 Baron Opportunity Fund
FUND COVERAGE
# of holdings36
% of assets87%
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
24 / 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. Mastercard Inc Class A1.82%$32.08M
- 2. Microsoft Corp7.48%$131.56M
- 3. GitLab Inc Class A0.93%$16.39M
- 4. Atlassian Corp Class A1.14%$20.03M
- 5. ServiceNow Inc1.26%$22.18M
- 6. Meta Platforms Inc Class A4.57%$80.41M
- 7. Visa Inc Class A1.94%$34.07M
- 8. Cloudflare Inc1.44%$25.41M
- 9. Intuitive Surgical Inc1.04%$18.38M
- 10. argenx SE ADR2.44%$42.88M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg1.67%$29.29M
- 2. Snowflake Inc Ordinary Shares1.53%$26.86M
- 3. The Trade Desk Inc Class A1.49%$26.27M
- 4. DraftKings Inc Ordinary Shares - Class A0.86%$15.15M
- 5. PAR Technology Corp0.44%$7.79M
- 6. Nova Ltd1.04%$18.22M
- 7. Zscaler Inc1.41%$24.72M
- 8. Broadcom Inc6.41%$112.83M
- 9. Guidewire Software Inc1.34%$23.58M
- 10. Quanta Services Inc0.59%$10.36M
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 Opportunity Fund
Totals
Holdings
Assets
Weight
Prisons
2
$238.16M
14%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$238.16M
14%
Borders high risk
0
$0
0%
Total
2
$238.16M
14%
Holdings — 2 flagged holdings
1.
Microsoft Corp
:$131.56M
7.48%
2.
Amazon.com Inc
:$106.6M
6.06%
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 Opportunity Fund BIOUX
Environment
Social
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