Baron Partners Fund - Baron
Shareclass
Baron Partners Fund Retail Shares (BPTRX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Baron Partners Fund - Baron
FUND COVERAGE
# of holdings18
% of assets70%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 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 Ltd5.45%$592.31M
- 2. FactSet Research Systems Inc3.47%$377.25M
- 3. Choice Hotels International Inc1.8%$195.76M
- 4. Tesla Inc27%$2.9B
- 5. Gartner Inc2.85%$310.3M
- 6. Hyatt Hotels Corp4.88%$530.66M
- 7. CoStar Group Inc4.24%$461.6M
- 8. Spotify Technology SA1.2%$130.66M
- 9. IDEXX Laboratories Inc3.86%$419.45M
- 10. MSCI Inc4.22%$458.98M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc1.14%$123.9M
- 2. HEICO Corp0.37%$40.65M
- 3. HEICO Corp0.27%$29.5M
- 4. Gaming and Leisure Properties Inc0.73%$79.32M
- 5. Guidewire Software Inc1.63%$176.89M
- 6. Birkenstock Holding Plc0.97%$105.32M
- 7. Charles Schwab Corp/The4.04%$439.6M
- 8. Vail Resorts Inc1.91%$207.17M
- 9. MSCI Inc4.22%$458.98M
- 10. IDEXX Laboratories Inc3.86%$419.45M
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 Partners Fund - Baron
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$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 Partners Fund - Baron BPTRX
Environment
Social
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