Baywood Socially Responsible Fund

Shareclass

Baywood Socially Responsible Instl (BVSIX)

Type

Open-end mutual fund

Manager

Baywood

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

48.1

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 1,326 out of 2,554 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. AstraZeneca PLC ADR
1.14% of assets
$98,280 invested
2. Cummins Inc
1.21% of assets
$104,580 invested
3. PepsiCo Inc
0.88% of assets
$76,030 invested
4. Mondelez International Inc Class A
1.11% of assets
$95,568 invested
5. Merck & Co Inc
2.07% of assets
$179,064 invested
6. Koninklijke Philips NV ADR
1.76% of assets
$152,123 invested
7. AT&T Inc
2.43% of assets
$209,484 invested
8. American Express Co
4.47% of assets
$385,827 invested
9. 3M Co
1.2% of assets
$103,272 invested
10. nVent Electric PLC
3.47% of assets
$299,904 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. Brookfield Corp Registered Shs -A- Limited Vtg
1.65% of assets
$142,189 invested
2. Berkshire Hathaway Inc Class B
2.62% of assets
$226,640 invested
3. Kenvue Inc
2.52% of assets
$217,770 invested
4. Interactive Brokers Group Inc Class A
1.02% of assets
$88,335 invested
5. WR Berkley Corp
3.02% of assets
$260,414 invested
6. Corebridge Financial Inc
2.43% of assets
$209,510 invested
7. Genuine Parts Co
0.95% of assets
$81,732 invested
8. Air Lease Corp Class A
1.45% of assets
$125,346 invested
9. Coherent Corp
0.88% of assets
$75,784 invested
10. Texas Pacific Land Corp
2.56% of assets
$221,192 invested

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Financial performance

Performance data provided by

Find more financial data on BVSIX at Morningstar.com

Gender Equality and Returns

Returns chart for Baywood Socially Responsible Fund

Enlarge

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.

Benchmarking tool

Current fund

BVSIX

Baywood Socially Responsible Fund

Family

Baywood

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.74% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

BVSIX

Baywood Socially Responsible Fund

Family

Baywood

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.74% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

BVSIX

Baywood Socially Responsible Fund

Family

Baywood

Category

Large Value

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.74% less in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
BVSIX - Baywood Socially Responsible Fund

7.42%

8.43%

20%

8.72%

52 / 100 points

Benchmark

8.22%

9.03%

19%

12%

55 / 100 points

Fund compared to benchmark

-0.79%

-0.61%

1.26%

-3.74%

3 / 100 points lower

Find more financial data on BVSIX at Morningstar.com

What's next?

Learn how to make a change and move your money

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Action toolkit

Ask your employer about gender-lens investing in your retirement plan

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Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

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