Boston Trust Asset Management Fund - Boston Trust Walden Funds
Shareclass
Boston Trust Asset Management Fund (BTBFX)
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 Trust Asset Management Fund - Boston Trust Walden Funds
FUND COVERAGE
# of holdings49
% of assets76%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. Procter & Gamble Co/The0.68%$3.58M
- 2. JPMorgan Chase & Co4.28%$22.56M
- 3. Accenture PLC1.53%$8.05M
- 4. PepsiCo Inc0.82%$4.31M
- 5. Johnson & Johnson1.96%$10.35M
- 6. Microsoft Corp6.88%$36.27M
- 7. Chevron Corp0.58%$3.05M
- 8. American Express Co1.39%$7.31M
- 9. Starbucks Corp0.64%$3.37M
- 10. Exxon Mobil Corp2.16%$11.37M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc1.91%$10.05M
- 2. Cincinnati Financial Corp1.86%$9.8M
- 3. O'Reilly Automotive Inc1.17%$6.16M
- 4. Hubbell Inc1.56%$8.22M
- 5. Ross Stores Inc0.51%$2.7M
- 6. Costco Wholesale Corp0.98%$5.17M
- 7. Donaldson Co Inc0.84%$4.43M
- 8. Mettler-Toledo International Inc0.93%$4.88M
- 9. Illinois Tool Works Inc1.19%$6.26M
- 10. Analog Devices Inc1.16%$6.1M
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 Trust Asset Management Fund - Boston Trust Walden Funds
Totals
Holdings
Assets
Weight
Prisons
6.0
$101.56M
19%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$94.38M
18%
Borders high risk
0.0
$0
0%
Total
7.0
$109.61M
21%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$36.27M
6.88%
2.
Alphabet Inc
:$23.69M
4.49%
3.
Amazon.com Inc
:$13.85M
2.63%
4.
Alphabet Inc
:$12.52M
2.38%
5.
Berkshire Hathaway Inc
$10.05M
1.91%
6.
Accenture PLC
:$8.05M
1.53%
7.
Costco Wholesale Corp
$5.17M
0.98%
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 Trust Asset Management Fund - Boston Trust Walden Funds BTBFX
Environment
Social
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