Bridge Builder Large Cap Value Fund

Shareclass
Bridge Builder Large Cap Value (BBVLX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Bridge Builder Large Cap Value Fund

FUND COVERAGE
# of holdings924
% of assets97%
Score
55 / 100
Rank

70.5 percentile

Group: U.S. Large Cap Equity

Rank: #432 out of 1,462

Grade
B

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

8 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $692,040
  • 2. AstraZeneca PLC ADR
         % of fund invested: 0.12%
         $USD invested: $30.72M
  • 3. Diageo PLC
         % of fund invested: 0.4%
         $USD invested: $100.76M
  • 4. Sanofi SA ADR
         % of fund invested: 0.36%
         $USD invested: $89.4M
  • 5. Diageo PLC ADR
         % of fund invested: 0.17%
         $USD invested: $42.1M
  • 6. Sanofi SA
         % of fund invested: 0.07%
         $USD invested: $18.82M
  • 7. Procter & Gamble Co
         % of fund invested: 0.71%
         $USD invested: $179.31M
  • 8. Biogen Inc
         % of fund invested: 0.1%
         $USD invested: $26.19M
  • 9. Dow Inc
         % of fund invested: <0.01%
         $USD invested: $723,943
  • 10. Boston Scientific Corp
         % of fund invested: 0.02%
         $USD invested: $5.3M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Trump Media & Technology Group Corp
         % of fund invested: <0.01%
         $USD invested: $37,163
  • 2. Rithm Capital Corp
         % of fund invested: 0.02%
         $USD invested: $6.12M
  • 3. TKO Group Holdings Inc
         % of fund invested: <0.01%
         $USD invested: $318,773
  • 4. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $45,181
  • 5. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: <0.01%
         $USD invested: $200,802
  • 6. Liberty Broadband Corp Registered Shs Series -A-
         % of fund invested: <0.01%
         $USD invested: $30,008
  • 7. GameStop Corp Class A
         % of fund invested: <0.01%
         $USD invested: $398,278
  • 8. RBC Bearings Inc
         % of fund invested: <0.01%
         $USD invested: $454,242
  • 9. Virtu Financial Inc Class A
         % of fund invested: <0.01%
         $USD invested: $120,512
  • 10. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $272,385

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Bridge Builder Large Cap Value Fund

Totals

Holdings
Assets
Weight
Prisons
29
$2.36B
9.39%
     Prisons high risk
5
$122.59M
0.49%
     Private prisons
0
$0
0%
Borders
32
$2.61B
10%
     Borders high risk
16
$499.18M
1.99%
Total
48
$3.63B
14%
Full fund results

Holdings — 48 flagged holdings

1.
Alphabet Inc Class C
Prisons
Borders
$443.76M
1.77%
Prisons
Borders :
$443.76M
1.77%
2.
Alphabet Inc Class A
Prisons
Borders
$358.69M
1.43%
Prisons
Borders :
$358.69M
1.43%
3.
Microsoft Corp
Prisons
Borders
$329.24M
1.31%
Prisons
Borders :
$329.24M
1.31%
4.
Elevance Health Inc
Prisons
$287.44M
1.14%
Prisons
$287.44M
1.14%
5.
Berkshire Hathaway Inc Class B
Prisons
$262.9M
1.05%
Prisons
$262.9M
1.05%
6.
Accenture PLC Class A
Borders
$262.44M
1.04%
Borders :
$262.44M
1.04%
7.
Salesforce Inc
Borders
$207.42M
0.83%
Borders :
$207.42M
0.83%
8.
Thermo Fisher Scientific Inc
Borders
$189.88M
0.76%
Borders :
$189.88M
0.76%
9.
McDonald's Corp
Prisons
$149.15M
0.59%
Prisons
$149.15M
0.59%
10.
Northrop Grumman Corp
Borders
$136.09M
0.54%
Borders :
$136.09M
0.54%
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