Bridge Builder Tax Managed Large Cap Fund
Shareclass
Bridge Builder Tax Managed Large Cap (BBTLX)
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 Tax Managed Large Cap Fund
FUND COVERAGE
# of holdings390
% 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
26 / 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 Inc0.08%$6.1M
- 2. Sanofi SA ADR0.28%$20.66M
- 3. Procter & Gamble Co0.54%$40.41M
- 4. Boston Scientific Corp0.05%$4.02M
- 5. Marriott International Inc Class A0.13%$9.91M
- 6. Bank of America Corp1.57%$116.2M
- 7. Unilever PLC ADR0.21%$15.53M
- 8. The Interpublic Group of Companies Inc0.04%$3.24M
- 9. Mondelez International Inc Class A0.04%$3.25M
- 10. Hologic Inc0.03%$2.03M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.33%$24.47M
- 2. Lennar Corp Class A0.46%$34.45M
- 3. Palantir Technologies Inc Ordinary Shares - Class A0.07%$5.08M
- 4. Vertiv Holdings Co Class A0.51%$37.92M
- 5. Old Dominion Freight Line Inc Ordinary Shares0.02%$1.74M
- 6. Brown & Brown Inc0.01%$803,779
- 7. PACCAR Inc<0.01%$705,528
- 8. Rollins Inc0.02%$1.3M
- 9. Blackstone Inc0.01%$967,971
- 10. Permian Resources Corp Class A0.11%$7.91M
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
Totals
Holdings
Assets
Weight
Prisons
17
$1.33B
18%
Prisons high risk
5
$34.5M
0.47%
Private prisons
0
$0
0%
Borders
23
$1.27B
17%
Borders high risk
12
$73.27M
0.99%
Total
31
$1.49B
20%
Holdings — 31 flagged holdings
1.
Microsoft Corp
:$492.33M
6.64%
2.
Alphabet Inc Class A
:$255.11M
3.44%
3.
Amazon.com Inc
:$223.33M
3.01%
4.
Alphabet Inc Class C
:$122.84M
1.66%
5.
Berkshire Hathaway Inc Class B
$115.88M
1.56%
6.
Walmart Inc
$62.53M
0.84%
7.
CACI International Inc Class A
:$41.09M
0.55%
8.
Thermo Fisher Scientific Inc
:$38.22M
0.52%
9.
RTX Corp
:$36.87M
0.5%
10.
NICE Ltd ADR
$20.94M
0.28%
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 BBTLX
Environment
Social
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