Baron Real Estate Fund
Shareclass
Baron Real Estate Retail (BREFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
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 Real Estate Fund
FUND COVERAGE
# of holdings40
% of assets95%
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
6 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Welltower Inc5.34%$125.92M
- 2. Hilton Worldwide Holdings Inc2.41%$56.79M
- 3. Jones Lang LaSalle Inc6.45%$152.19M
- 4. American Tower Corp3.18%$74.92M
- 5. Equinix Inc3.24%$76.34M
- 6. Airbnb Inc Ordinary Shares - Class A1.85%$43.57M
- 7. Iron Mountain Inc1.21%$28.42M
- 8. Lowe's Companies Inc2.54%$60M
- 9. Equity Residential1.13%$26.76M
- 10. Louisiana-Pacific Corp2.61%$61.54M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Red Rock Resorts Inc Class A1.4%$33.03M
- 2. Brookfield Corp Registered Shs -A- Limited Vtg5.41%$127.61M
- 3. Blackstone Inc3.4%$80.11M
- 4. Advanced Drainage Systems Inc1.71%$40.22M
- 5. Blackstone Mortgage Trust Inc A0.98%$23.07M
- 6. SiteOne Landscape Supply Inc3.11%$73.36M
- 7. Floor & Decor Holdings Inc Class A0.72%$16.95M
- 8. Vulcan Materials Co2.75%$64.94M
- 9. Simon Property Group Inc1.18%$27.8M
- 10. Builders FirstSource Inc0.29%$6.83M
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 Real Estate 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 Real Estate Fund BREFX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer