Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund BFS Equity Fund
FUND COVERAGE
# of holdings38
% of assets92%
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
9 / 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. Bank of America Corp1.59%$1.03M
- 2. Mastercard Inc Class A2.64%$1.71M
- 3. JPMorgan Chase & Co4.88%$3.15M
- 4. Northrop Grumman Corp1.88%$1.22M
- 5. Microsoft Corp6.81%$4.4M
- 6. Zoetis Inc Class A0.34%$219,480
- 7. Ecolab Inc0.85%$547,720
- 8. American Express Co1.28%$830,400
- 9. ConocoPhillips2.19%$1.42M
- 10. Stryker Corp1.43%$924,175
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B1.17%$754,110
- 2. Broadcom Inc3.82%$2.47M
- 3. Alamos Gold Inc Class A2.69%$1.74M
- 4. Barrick Mining Corp1.01%$655,400
- 5. D.R. Horton Inc1.96%$1.27M
- 6. Parker Hannifin Corp1.76%$1.14M
- 7. Costco Wholesale Corp2.15%$1.39M
- 8. Caterpillar Inc0.74%$477,150
- 9. The Home Depot Inc2.51%$1.62M
- 10. Danaher Corp1.23%$793,040
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 BFS Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$13.07M
20%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$12.99M
20%
Borders high risk
1
$1.22M
1.88%
Total
7
$15.14M
23%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$4.4M
6.81%
2.
Alphabet Inc Class A
:$3.89M
6.01%
3.
Amazon.com Inc
:$2.63M
4.07%
4.
Costco Wholesale Corp
$1.39M
2.15%
5.
Northrop Grumman Corp
:$1.22M
1.88%
6.
Thermo Fisher Scientific Inc
:$848,785
1.31%
7.
Berkshire Hathaway Inc Class B
$754,110
1.17%
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.
BFS Equity Fund BFSIX
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