Sterling Capital Behavioral Large Cap Value Equity Fund
Shareclass
Sterling Capital Behav Lg Cp Val Eq Intl (BBISX)
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 Sterling Capital Behavioral Large Cap Value Equity Fund
FUND COVERAGE
# of holdings102
% of assets100%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Citigroup Inc1.31%$624,225
- 2. Philip Morris International Inc1.92%$915,457
- 3. JPMorgan Chase & Co4.34%$2.07M
- 4. Wells Fargo & Co1.65%$784,388
- 5. Ralph Lauren Corp Class A0.54%$255,238
- 6. Expedia Group Inc0.5%$237,049
- 7. Coty Inc Class A0.12%$57,647
- 8. Uber Technologies Inc0.79%$376,793
- 9. Johnson & Johnson1.56%$741,680
- 10. Exelon Corp0.56%$267,269
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.35%$165,451
- 2. Virtu Financial Inc Class A0.41%$194,682
- 3. Dillard's Inc Class A0.63%$299,866
- 4. Mueller Industries Inc0.5%$238,721
- 5. Penske Automotive Group Inc0.43%$204,344
- 6. AutoNation Inc0.44%$210,238
- 7. Match Group Inc Ordinary Shares - New0.42%$198,675
- 8. Oshkosh Corp0.42%$201,035
- 9. ADT Inc0.44%$209,336
- 10. CF Industries Holdings Inc0.42%$200,569
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 Sterling Capital Behavioral Large Cap Value Equity Fund
Totals
Holdings
Assets
Weight
Prisons
4
$1.89M
3.96%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$3.29M
6.9%
Borders high risk
1
$753,951
1.58%
Total
6
$3.54M
7.44%
Holdings — 6 flagged holdings
1.
AT&T Inc
:$903,849
1.9%
2.
Alphabet Inc Class C
:$800,305
1.68%
3.
General Motors Co
:$775,355
1.63%
4.
General Dynamics Corp
:$753,951
1.58%
5.
The Kroger Co
$258,045
0.54%
6.
Alphabet Inc Class A
:$53,239
0.11%
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.
Sterling Capital Behavioral Large Cap Value Equity Fund BBISX
Environment
Social
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