Bahl and Gaynor Income Growth Fund - INVESTMENT MANAGERS SERIES TRUST
Shareclass
Bahl and Gaynor Income Growth Fund Class A (AFNAX)
Type
Open-end mutual fund
Filing
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 116 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
Bahl and Gaynor Income Growth Fund - INVESTMENT MANAGERS SERIES TRUST AFNAX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co/The2.92% of assets$50.16M invested
- 2. Mondelez International Inc2.53% of assets$43.44M invested
- 3. Philip Morris International Inc0.68% of assets$11.62M invested
- 4. JPMorgan Chase & Co3.21% of assets$55.21M invested
- 5. Accenture PLC1.82% of assets$31.37M invested
- 6. PepsiCo Inc1.37% of assets$23.59M invested
- 7. Johnson & Johnson5.27% of assets$90.54M invested
- 8. Hartford Insurance Group Inc/The1.75% of assets$30.09M invested
- 9. Microsoft Corp4.56% of assets$78.41M invested
- 10. McDonald's Corp2.67% of assets$45.96M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Fastenal Co0.61% of assets$10.53M invested
- 2. Garmin Ltd0.49% of assets$8.35M invested
- 3. NextEra Energy Inc2.78% of assets$47.79M invested
- 4. Broadcom Inc5.11% of assets$87.8M invested
- 5. Targa Resources Corp1.19% of assets$20.49M invested
- 6. Apollo Global Management Inc1.06% of assets$18.15M invested
- 7. Illinois Tool Works Inc1.13% of assets$19.38M invested
- 8. Kinder Morgan Inc0.92% of assets$15.86M invested
- 9. Home Depot Inc/The2.16% of assets$37.07M invested
- 10. General Dynamics Corp2.03% of assets$34.91M invested
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