Bain Capital Equity Opportunities Fund
Shareclass
Bain Capital Equity Opportunities 1
Type
Open-end mutual fund
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 810 out of 1,099 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
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.
Bain Capital Equity Opportunities Fund
Environment
Social
Search more funds
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. NatWest Group PLC3.13% of assets$657,068 invested
- 2. Haleon PLC2.62% of assets$549,548 invested
- 3. Haleon PLC ADR0.54% of assets$114,371 invested
- 4. Bank of America Corp2.66% of assets$558,376 invested
- 5. Marks & Spencer Group PLC2.84% of assets$596,881 invested
- 6. ABN AMRO Bank NV NLDR1.28% of assets$268,874 invested
- 7. SAP SE3.21% of assets$675,148 invested
- 8. SAP SE ADR2.52% of assets$529,438 invested
- 9. Microsoft Corp6.96% of assets$1.46M invested
- 10. Rolls-Royce Holdings PLC8.33% of assets$1.75M 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. Evercore Inc Class A2.53% of assets$531,129 invested
- 2. Coupang Inc Ordinary Shares - Class A0.93% of assets$195,279 invested
- 3. DSV AS3.72% of assets$780,421 invested
- 4. Broadcom Inc3.14% of assets$660,182 invested
- 5. Cadence Design Systems Inc2.91% of assets$610,445 invested
- 6. Charles Schwab Corp3.18% of assets$668,151 invested
- 7. Hubbell Inc3.01% of assets$631,810 invested
- 8. TransDigm Group Inc2.95% of assets$618,900 invested
- 9. KKR & Co Inc Ordinary Shares4.45% of assets$933,738 invested
- 10. Liberty Media Corp Registered Shs Series -C- Formula One5.43% of assets$1.14M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on at Morningstar.com
Find more financial data on at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer