BTS Enhanced Equity Income Fund
Shareclass
BTS Enhanced Equity Income A (EEQAX)
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 BTS Enhanced Equity Income Fund
FUND COVERAGE
# of holdings50
% of assets89%
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
7 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Accenture PLC Class A1.49%$129,465
- 2. Ford Motor Co0.93%$80,989
- 3. The Hershey Co3.32%$288,304
- 4. Verizon Communications Inc1.76%$153,124
- 5. Altria Group Inc1.47%$127,766
- 6. Microsoft Corp1.73%$150,487
- 7. Merck & Co Inc0.91%$79,073
- 8. Chevron Corp1.92%$166,863
- 9. SLB1.4%$121,572
- 10. Hewlett Packard Enterprise Co2.93%$254,883
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Reliance Inc1.2%$104,368
- 2. Lamar Advertising Co Class A0.9%$78,132
- 3. CF Industries Holdings Inc1.21%$104,822
- 4. Erie Indemnity Co Class A1.31%$114,110
- 5. Expeditors International of Washington Inc1.81%$157,064
- 6. Skyworks Solutions Inc2.67%$231,789
- 7. Snap-on Inc0.9%$78,058
- 8. Simon Property Group Inc0.96%$83,826
- 9. Valero Energy Corp0.96%$83,758
- 10. Packaging Corp of America0.99%$85,658
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 BTS Enhanced Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
5
$859,276
9.88%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$925,140
11%
Borders high risk
1
$146,257
1.68%
Total
7
$1.13M
13%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class A
:$417,942
4.81%
2.
Microsoft Corp
:$150,487
1.73%
3.
Lockheed Martin Corp
:$146,257
1.68%
4.
Accenture PLC Class A
:$129,465
1.49%
5.
Elevance Health Inc
$121,724
1.4%
6.
Archer-Daniels-Midland Co
$88,134
1.01%
7.
Ford Motor Co
:$80,989
0.93%
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.
BTS Enhanced Equity Income Fund EEQAX
Environment
Social
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