Baron Partners Fund
Shareclass
Baron Partners R6 (BPTUX)
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 Partners Fund
FUND COVERAGE
# of holdings18
% of assets81%
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
25 / 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 Ltd6.48%$560.26M
- 2. FactSet Research Systems Inc1.62%$140.38M
- 3. Choice Hotels International Inc0.28%$24.05M
- 4. Tesla Inc33%$2.87B
- 5. Gartner Inc3.74%$323.33M
- 6. Hyatt Hotels Corp Class A5.43%$469.79M
- 7. CoStar Group Inc6.69%$579.2M
- 8. Spotify Technology SA1.82%$157.05M
- 9. IDEXX Laboratories Inc4.58%$396.11M
- 10. MSCI Inc3.05%$263.85M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A1.38%$119.35M
- 2. Heico Corp0.47%$40.55M
- 3. Heico Corp Class A0.34%$29.7M
- 4. Gaming and Leisure Properties Inc0.96%$82.73M
- 5. Guidewire Software Inc2.34%$202.28M
- 6. Birkenstock Holding PLC0.9%$78.06M
- 7. Charles Schwab Corp4.86%$420.07M
- 8. Vail Resorts Inc2.61%$225.85M
- 9. MSCI Inc3.05%$263.85M
- 10. IDEXX Laboratories Inc4.58%$396.11M
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
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 Partners Fund BPTUX
Environment
Social
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