Bright Rock Quality Large Cap Fund - Trust for Professional Managers
Shareclass
Bright Rock Quality Large Cap Fund Bright Rock Quality Large Cap Fund Institutional Class Shares (BQLCX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Bright Rock Quality Large Cap Fund - Trust for Professional Managers
FUND COVERAGE
# of holdings40
% of assets93%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc3.55%$15.52M
- 2. JPMorgan Chase & Co1.51%$6.61M
- 3. PepsiCo Inc2.52%$11.03M
- 4. Colgate-Palmolive Co1.34%$5.85M
- 5. Verizon Communications Inc1.95%$8.52M
- 6. Microsoft Corp5.75%$25.14M
- 7. Blackrock Inc2.55%$11.16M
- 8. Merck & Co Inc4.02%$17.58M
- 9. Zoetis Inc1.62%$7.08M
- 10. Ecolab Inc1.27%$5.55M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. NextEra Energy Inc2.36%$10.31M
- 2. Charles Schwab Corp/The2.72%$11.9M
- 3. Cognizant Technology Solutions Corp1.99%$8.7M
- 4. Veeva Systems Inc1.79%$7.83M
- 5. Copart Inc1.98%$8.65M
- 6. Home Depot Inc/The0.44%$1.9M
- 7. Linde PLC2.03%$8.89M
- 8. Intercontinental Exchange Inc0.94%$4.1M
- 9. EOG Resources Inc0.99%$4.34M
- 10. TJX Cos Inc/The3.42%$14.95M
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 Bright Rock Quality Large Cap Fund - Trust for Professional Managers
Totals
Holdings
Assets
Weight
Prisons
5.0
$87.75M
20%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$72.2M
17%
Borders high risk
0.0
$0
0%
Total
5.0
$87.75M
20%
Holdings — 5 flagged holdings
1.
Alphabet Inc
:$32.73M
7.48%
2.
Microsoft Corp
:$25.14M
5.75%
3.
Thermo Fisher Scientific Inc
:$14.33M
3.28%
4.
Walmart Inc
$8.83M
2.02%
5.
Elevance Health Inc
$6.72M
1.54%
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.
Bright Rock Quality Large Cap Fund - Trust for Professional Managers BQLCX
Environment
Social
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