Baron Partners Fund - Baron
Shareclass
Baron Partners Fund Retail Shares (BPTRX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
51
/ 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: 1,193 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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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.
Baron Partners Fund - Baron BPTRX
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. Arch Capital Group Ltd5.45% of assets$592.31M invested
- 2. FactSet Research Systems Inc3.47% of assets$377.25M invested
- 3. Choice Hotels International Inc1.8% of assets$195.76M invested
- 4. Tesla Inc27% of assets$2.9B invested
- 5. Gartner Inc2.85% of assets$310.3M invested
- 6. Hyatt Hotels Corp4.88% of assets$530.66M invested
- 7. CoStar Group Inc4.24% of assets$461.6M invested
- 8. Spotify Technology SA1.2% of assets$130.66M invested
- 9. IDEXX Laboratories Inc3.86% of assets$419.45M invested
- 10. MSCI Inc4.22% of assets$458.98M 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. Red Rock Resorts Inc1.14% of assets$123.9M invested
- 2. HEICO Corp0.37% of assets$40.65M invested
- 3. HEICO Corp0.27% of assets$29.5M invested
- 4. Gaming and Leisure Properties Inc0.73% of assets$79.32M invested
- 5. Guidewire Software Inc1.63% of assets$176.89M invested
- 6. Birkenstock Holding Plc0.97% of assets$105.32M invested
- 7. Charles Schwab Corp/The4.04% of assets$439.6M invested
- 8. Vail Resorts Inc1.91% of assets$207.17M invested
- 9. MSCI Inc4.22% of assets$458.98M invested
- 10. IDEXX Laboratories Inc3.86% of assets$419.45M invested
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