Berkshire Focus Fund - BERKSHIRE FUNDS
Shareclass
Berkshire Focus Fund (BFOCX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
18/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
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.
Berkshire Focus Fund - BERKSHIRE FUNDS BFOCX
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. Uber Technologies Inc<0.01% of assets$817 invested
- 2. Affirm Holdings Inc<0.01% of assets$744 invested
- 3. Zillow Group Inc<0.01% of assets$682 invested
- 4. Microsoft Corp<0.01% of assets$4,836 invested
- 5. General Electric Co<0.01% of assets$3,080 invested
- 6. Rolls-Royce Holdings PLC<0.01% of assets$157 invested
- 7. ServiceNow Inc<0.01% of assets$7,659 invested
- 8. Vistra Corp<0.01% of assets$1,613 invested
- 9. Meta Platforms Inc<0.01% of assets$6,600 invested
- 10. Cloudflare Inc<0.01% of assets$1,971 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. Taiwan Semiconductor Manufacturing Co Ltd10% of assets$31.03M invested
- 2. Applied Digital Corp3.02% of assets$9.11M invested
- 3. EchoStar Corp2.03% of assets$6.12M invested
- 4. Core Scientific Inc<0.01% of assets$145 invested
- 5. Shopify Inc<0.01% of assets$1,609 invested
- 6. Astera Labs Inc4.85% of assets$14.63M invested
- 7. IonQ Inc<0.01% of assets$448 invested
- 8. Carvana Co<0.01% of assets$4,220 invested
- 9. Argan Inc<0.01% of assets$3,133 invested
- 10. QXO Inc<0.01% of assets$192 invested
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