Baywood ValuePlus Fund
Shareclass
Baywood ValuePlus Institutional (BVPIX)
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 Baywood ValuePlus Fund
FUND COVERAGE
# of holdings53
% of assets96%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Diageo PLC ADR1.47%$77,647
- 2. Citigroup Inc1.94%$102,144
- 3. Wells Fargo & Co1.97%$104,156
- 4. PepsiCo Inc0.75%$39,612
- 5. Hasbro Inc1.68%$88,584
- 6. Koninklijke Philips NV ADR1.25%$65,886
- 7. The Hershey Co1.57%$82,975
- 8. Merck & Co Inc1.95%$102,908
- 9. VICI Properties Inc Ordinary Shares1.61%$84,760
- 10. American Electric Power Co Inc1.57%$83,008
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Corebridge Financial Inc2.89%$152,650
- 2. Kontoor Brands Inc2.25%$118,746
- 3. Genuine Parts Co0.92%$48,524
- 4. Air Lease Corp Class A0.94%$49,717
- 5. 3M Co2.6%$137,016
- 6. Brookfield Asset Management Ltd Ordinary Shares - Class A1.15%$60,808
- 7. Parker Hannifin Corp1.06%$55,878
- 8. Packaging Corp of America1.25%$65,958
- 9. Kinder Morgan Inc Class P3.01%$158,760
- 10. NXP Semiconductors NV1.66%$87,396
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 Baywood ValuePlus Fund
Totals
Holdings
Assets
Weight
Prisons
2
$204,216
3.87%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$490,244
9.29%
Borders high risk
2
$333,968
6.33%
Total
5
$694,460
13%
Holdings — 5 flagged holdings
1.
RTX Corp
:$233,632
4.43%
2.
AT&T Inc
:$156,276
2.96%
3.
3M Co
$137,016
2.6%
4.
L3Harris Technologies Inc
:$100,336
1.9%
5.
Cardinal Health Inc
$67,200
1.27%
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.
Baywood ValuePlus Fund BVPIX
Environment
Social
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