Bridge Builder Tax Managed Large Cap Fund - Bridge Builder
Shareclass
Bridge Builder Tax Managed Large Cap Fund (BBTLX)
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 Bridge Builder Tax Managed Large Cap Fund - Bridge Builder
FUND COVERAGE
# of holdings374
% of assets98%
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
27 / 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. International Flavors & Fragrances Inc0.14%$10.89M
- 2. Sanofi SA0.41%$30.77M
- 3. Procter & Gamble Co/The0.66%$49.45M
- 4. Boston Scientific Corp0.12%$8.72M
- 5. Marriott International Inc/MD0.07%$5.58M
- 6. Bank of America Corp1.61%$121.08M
- 7. Mondelez International Inc0.02%$1.64M
- 8. Hologic Inc0.03%$2.04M
- 9. Mastercard Inc0.82%$61.77M
- 10. Citigroup Inc0.04%$3.13M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc0.3%$22.66M
- 2. Lennar Corp0.19%$14.44M
- 3. Palantir Technologies Inc0.06%$4.5M
- 4. Vertiv Holdings Co0.4%$30.05M
- 5. Old Dominion Freight Line Inc0.05%$3.6M
- 6. Brown & Brown Inc0.01%$803,376
- 7. PACCAR Inc0.01%$785,186
- 8. Rollins Inc0.02%$1.35M
- 9. Blackstone Inc0.04%$2.91M
- 10. Permian Resources Corp0.12%$8.84M
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 Tax Managed Large Cap Fund - Bridge Builder
Totals
Holdings
Assets
Weight
Prisons
19.0
$1.38B
18%
Prisons high risk
6.0
$21.94M
0.29%
Private prisons
0.0
$0
0%
Borders
23.0
$1.3B
17%
Borders high risk
12.0
$77.95M
1.03%
Total
31.0
$1.51B
20%
Holdings — 31 flagged holdings
1.
Microsoft Corp
:$477.3M
6.33%
2.
Alphabet Inc
:$288.11M
3.82%
3.
Amazon.com Inc
:$202.61M
2.69%
4.
Alphabet Inc
:$140.45M
1.86%
5.
Berkshire Hathaway Inc
$121.97M
1.62%
6.
Walmart Inc
$70.48M
0.93%
7.
Thermo Fisher Scientific Inc
:$39.03M
0.52%
8.
RTX Corp
:$37.88M
0.5%
9.
CACI International Inc
:$36.23M
0.48%
10.
Salesforce Inc
:$11.06M
0.15%
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 Tax Managed Large Cap Fund - Bridge Builder BBTLX
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