Bridge Builder Small/Mid Cap Growth Fund

Shareclass
Bridge Builder Small/Mid Cap Growth (BBGSX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Bridge Builder Small/Mid Cap Growth Fund

FUND COVERAGE
# of holdings720
% of assets92%
Score
41 / 100
Rank

41.2 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #639 out of 1,085

Grade
C

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

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Hologic Inc
         % of fund invested: 0.07%
         $USD invested: $6.88M
  • 2. Hilton Worldwide Holdings Inc
         % of fund invested: 0.11%
         $USD invested: $10.2M
  • 3. Expedia Group Inc
         % of fund invested: 0.05%
         $USD invested: $4.58M
  • 4. Ralph Lauren Corp Class A
         % of fund invested: <0.01%
         $USD invested: $162,707
  • 5. Etsy Inc
         % of fund invested: <0.01%
         $USD invested: $596,440
  • 6. Jones Lang LaSalle Inc
         % of fund invested: <0.01%
         $USD invested: $664,486
  • 7. Autodesk Inc
         % of fund invested: 0.22%
         $USD invested: $20.79M
  • 8. The Chemours Co
         % of fund invested: <0.01%
         $USD invested: $392,260
  • 9. WEX Inc
         % of fund invested: <0.01%
         $USD invested: $74,691
  • 10. Affirm Holdings Inc Ordinary Shares - Class A
         % of fund invested: 0.19%
         $USD invested: $18.39M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Red Rock Resorts Inc Class A
         % of fund invested: <0.01%
         $USD invested: $281,264
  • 2. TG Therapeutics Inc
         % of fund invested: 0.01%
         $USD invested: $986,743
  • 3. Trump Media & Technology Group Corp
         % of fund invested: <0.01%
         $USD invested: $227,806
  • 4. TKO Group Holdings Inc
         % of fund invested: 0.22%
         $USD invested: $20.81M
  • 5. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: 0.17%
         $USD invested: $16.32M
  • 6. Core Scientific Inc Ordinary Shares - New
         % of fund invested: 0.33%
         $USD invested: $31.11M
  • 7. Construction Partners Inc Class A
         % of fund invested: 0.01%
         $USD invested: $1.05M
  • 8. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.55%
         $USD invested: $52.02M
  • 9. Servisfirst Bancshares Inc
         % of fund invested: 0.23%
         $USD invested: $22.21M
  • 10. Supernus Pharmaceuticals Inc
         % of fund invested: 0.12%
         $USD invested: $11.69M

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 Small/Mid Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
11
$89.61M
0.94%
     Prisons high risk
5
$80.15M
0.84%
     Private prisons
2
$511,717
<0.01%
Borders
13
$196.11M
2.06%
     Borders high risk
8
$114.64M
1.2%
Total
19
$205.54M
2.16%
Full fund results

Holdings — 19 flagged holdings

1.
Axon Enterprise Inc
Prisons
Borders
$70.3M
0.74%
Prisons
Borders :
$70.3M
0.74%
2.
AeroVironment Inc
Borders
$58.81M
0.62%
Borders :
$58.81M
0.62%
3.
Teledyne Technologies Inc
Borders
$31.89M
0.33%
Borders :
$31.89M
0.33%
4.
CACI International Inc Class A
Borders
$20.92M
0.22%
Borders :
$20.92M
0.22%
5.
Cadre Holdings Inc
Prisons
Borders
$9.29M
0.1%
Prisons
Borders :
$9.29M
0.1%
6.
Cardinal Health Inc
Prisons
$3.94M
0.04%
Prisons
$3.94M
0.04%
7.
Restaurant Brands International Inc
Prisons
$2.33M
0.02%
Prisons
$2.33M
0.02%
8.
Yum Brands Inc
Prisons
$2.23M
0.02%
Prisons
$2.23M
0.02%
9.
Booz Allen Hamilton Holding Corp Class A
Borders
$1.82M
0.02%
Borders :
$1.82M
0.02%
10.
OSI Systems Inc
Borders
$874,086
<0.01%
Borders :
$874,086
<0.01%
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