Beck Mack + Oliver Partners Fund
Shareclass
Beck Mack + Oliver Partners (BMPEX)
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 Beck Mack + Oliver Partners Fund
FUND COVERAGE
# of holdings24
% of assets97%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A2%$1.52M
- 2. Hilton Worldwide Holdings Inc4.21%$3.2M
- 3. JPMorgan Chase & Co3.05%$2.32M
- 4. Microsoft Corp6.88%$5.22M
- 5. Alphabet Inc Class C6.07%$4.61M
- 6. Abbott Laboratories3.04%$2.31M
- 7. Waters Corp2.07%$1.57M
- 8. Ashtead Group PLC4.76%$3.61M
- 9. Amazon.com Inc1.16%$877,560
- 10. Fiserv Inc5.22%$3.97M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. RadNet Inc5.99%$4.55M
- 2. Rush Enterprises Inc Class A2.71%$2.06M
- 3. Blackstone Inc7.29%$5.53M
- 4. Somnigroup International Inc3.14%$2.38M
- 5. Credit Acceptance Corp4.02%$3.06M
- 6. Charles Schwab Corp4.2%$3.19M
- 7. Zurn Elkay Water Solutions Corp3.85%$2.93M
- 8. Apollo Asset Management, Inc.8.03%$6.1M
- 9. Arthur J. Gallagher & Co5.48%$4.16M
- 10. Roper Technologies Inc2.24%$1.7M
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 Beck Mack + Oliver Partners Fund
Totals
Holdings
Assets
Weight
Prisons
3
$10.71M
14%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$10.71M
14%
Borders high risk
0
$0
0%
Total
3
$10.71M
14%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$5.22M
6.88%
2.
Alphabet Inc Class C
:$4.61M
6.07%
3.
Amazon.com Inc
:$877,560
1.16%
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.
Beck Mack + Oliver Partners Fund BMPEX
Environment
Social
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