Bridge Builder Small/Mid Cap Value Fund
Shareclass
Bridge Builder Small/Mid Cap Value (BBVSX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Bridge Builder Small/Mid Cap Value Fund
FUND COVERAGE
# of holdings1,105
% of assets90%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc<0.01%$435,375
- 2. Biogen Inc0.14%$11.99M
- 3. Dow Inc<0.01%$452,291
- 4. Boston Scientific Corp0.19%$15.94M
- 5. Marriott International Inc Class A0.09%$7.64M
- 6. The Interpublic Group of Companies Inc<0.01%$249,056
- 7. Hologic Inc<0.01%$447,377
- 8. Willis Towers Watson PLC0.19%$16.21M
- 9. JM Smucker Co0.07%$6.21M
- 10. General Mills Inc0.05%$4.37M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.02%$1.27M
- 2. Red Rock Resorts Inc Class A0.25%$21.39M
- 3. Trump Media & Technology Group Corp<0.01%$30,405
- 4. EchoStar Corp Class A0.05%$4.54M
- 5. TKO Group Holdings Inc<0.01%$198,950
- 6. Rithm Capital Corp<0.01%$157,891
- 7. AST SpaceMobile Inc Ordinary Shares - Class A<0.01%$28,970
- 8. Core Scientific Inc Ordinary Shares - New<0.01%$459,082
- 9. OPKO Health Inc<0.01%$247,803
- 10. Supernus Pharmaceuticals Inc0.01%$1.21M
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 Bridge Builder Small/Mid Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
23
$124.6M
1.47%
Prisons high risk
7
$47.75M
0.57%
Private prisons
1
$752,355
<0.01%
Borders
24
$247.55M
2.93%
Borders high risk
14
$177.43M
2.1%
Total
36
$295.98M
3.5%
Holdings — 36 flagged holdings
1.
Textron Inc
:$41.85M
0.5%
2.
L3Harris Technologies Inc
:$31.05M
0.37%
3.
Axon Enterprise Inc
:$23.97M
0.28%
4.
The Carlyle Group Inc
:$19.02M
0.23%
5.
CACI International Inc Class A
:$18.11M
0.21%
6.
The Kroger Co
$17.73M
0.21%
7.
3M Co
$15.22M
0.18%
8.
General Motors Co
:$14.86M
0.18%
9.
Leidos Holdings Inc
:$13.88M
0.16%
10.
Citizens Financial Group Inc
:$11.59M
0.14%
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.
Bridge Builder Small/Mid Cap Value Fund BBVSX
Environment
Social
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