Boston Trust Asset Management Fund
Shareclass
Boston Trust Asset Management (BTBFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Boston Trust Asset Management Fund
FUND COVERAGE
# of holdings49
% of assets77%
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
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. Procter & Gamble Co0.68%$3.84M
- 2. JPMorgan Chase & Co4.17%$23.66M
- 3. Accenture PLC Class A2.26%$12.82M
- 4. PepsiCo Inc0.74%$4.21M
- 5. Johnson & Johnson1.85%$10.48M
- 6. Microsoft Corp8.21%$46.62M
- 7. Chevron Corp0.55%$3.11M
- 8. American Express Co1.16%$6.56M
- 9. Starbucks Corp0.6%$3.38M
- 10. Exxon Mobil Corp1.88%$10.65M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B1.77%$10.05M
- 2. Cincinnati Financial Corp1.67%$9.49M
- 3. O'Reilly Automotive Inc1.28%$7.28M
- 4. Hubbell Inc1.4%$7.96M
- 5. Ross Stores Inc0.4%$2.29M
- 6. Costco Wholesale Corp1.96%$11.11M
- 7. Donaldson Co Inc0.72%$4.09M
- 8. Mettler-Toledo International Inc0.76%$4.3M
- 9. Illinois Tool Works Inc1.17%$6.62M
- 10. Analog Devices Inc0.97%$5.53M
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
Totals
Holdings
Assets
Weight
Prisons
6
$115.03M
20%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$106.69M
19%
Borders high risk
0
$0
0%
Total
7
$127.85M
23%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$46.62M
8.21%
2.
Alphabet Inc Class C
:$24.36M
4.29%
3.
Amazon.com Inc
:$13.17M
2.32%
4.
Accenture PLC Class A
:$12.82M
2.26%
5.
Costco Wholesale Corp
$11.11M
1.96%
6.
Berkshire Hathaway Inc Class B
$10.05M
1.77%
7.
Alphabet Inc Class A
:$9.72M
1.71%
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 BTBFX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer