Barrow Hanley US Value Opportunities Fund
Shareclass
Barrow Hanley US Value Opportunities I (BVOIX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 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: 1,262 out of 1,459 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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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.
Barrow Hanley US Value Opportunities Fund BVOIX
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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. Sanofi SA ADR1.3% of assets$1.3M invested
- 2. Bank of America Corp2.35% of assets$2.35M invested
- 3. Wells Fargo & Co2.03% of assets$2.03M invested
- 4. Philip Morris International Inc1.73% of assets$1.73M invested
- 5. Enbridge Inc1.05% of assets$1.05M invested
- 6. Merck & Co Inc1.44% of assets$1.44M invested
- 7. VICI Properties Inc Ordinary Shares1.47% of assets$1.47M invested
- 8. Chevron Corp1.45% of assets$1.45M invested
- 9. American Express Co1.7% of assets$1.7M invested
- 10. Willis Towers Watson PLC1.54% of assets$1.54M 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. Lennar Corp Class A1.02% of assets$1.02M invested
- 2. Vertiv Holdings Co Class A1.96% of assets$1.96M invested
- 3. Permian Resources Corp Class A1.04% of assets$1.04M invested
- 4. Microchip Technology Inc1.57% of assets$1.57M invested
- 5. Entegris Inc1.33% of assets$1.33M invested
- 6. Jefferies Financial Group Inc1.14% of assets$1.14M invested
- 7. Everus Construction Group Inc1.85% of assets$1.85M invested
- 8. BWX Technologies Inc1.47% of assets$1.46M invested
- 9. Littelfuse Inc1.09% of assets$1.09M invested
- 10. Warner Music Group Corp Ordinary Shares - Class A1.28% of assets$1.28M invested
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Financial performance
Performance data provided by
Find more financial data on BVOIX at Morningstar.com
Find more financial data on BVOIX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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