Boston Partners Global Equity Fund - Boston Partners
Shareclass
Boston Partners Global Equity Fund Institutional Class (BPGIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Boston Partners Global Equity Fund - Boston Partners
FUND COVERAGE
# of holdings112
% 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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
12 / 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. AstraZeneca PLC1.79%$5.21M
- 2. NatWest Group PLC1.58%$4.59M
- 3. Sanofi SA0.56%$1.62M
- 4. Diageo PLC0.39%$1.13M
- 5. Novo Nordisk A/S0.74%$2.16M
- 6. BNP Paribas SA0.45%$1.3M
- 7. Biogen Inc0.77%$2.24M
- 8. Hiscox Ltd0.96%$2.8M
- 9. Merck KGaA0.64%$1.86M
- 10. Bank of America Corp1.35%$3.94M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Flowserve Corp0.64%$1.87M
- 2. EPAM Systems Inc0.52%$1.51M
- 3. Nippon Gas Co Ltd0.2%$571,419
- 4. Mitsubishi Chemical Group Corp0.57%$1.66M
- 5. Toyo Suisan Kaisha Ltd0.55%$1.6M
- 6. Tenet Healthcare Corp0.96%$2.81M
- 7. Fuji Electric Co Ltd0.95%$2.76M
- 8. United Rentals Inc0.43%$1.26M
- 9. Range Resources Corp1.08%$3.15M
- 10. Diamondback Energy Inc0.64%$1.86M
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 Boston Partners Global Equity Fund - Boston Partners
Totals
Holdings
Assets
Weight
Prisons
2.0
$7.58M
2.6%
Prisons high risk
1.0
$3.55M
1.22%
Private prisons
0.0
$0
0%
Borders
5.0
$12.71M
4.36%
Borders high risk
4.0
$8.68M
2.98%
Total
5.0
$12.71M
4.36%
Holdings — 5 flagged holdings
1.
Capgemini SE
:$4.03M
1.38%
2.
Textron Inc
:$3.55M
1.22%
3.
Airbus SE
:$2.82M
0.97%
4.
Leidos Holdings Inc
:$1.44M
0.49%
5.
KBR Inc
:$875,430
0.3%
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.
Boston Partners Global Equity Fund - Boston Partners BPGIX
Environment
Social
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