Boston Partners Global Equity Fund
Shareclass
Boston Partners Global Equity Instl (BPGIX)
Type
Open-end mutual fund
Manager
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 242 out of 1,102 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
12/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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.
Boston Partners Global Equity Fund BPGIX
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. Sanofi SA0.73% of assets$1.84M invested
- 2. AstraZeneca PLC1.39% of assets$3.48M invested
- 3. NatWest Group PLC1.68% of assets$4.22M invested
- 4. Bureau Veritas SA1.11% of assets$2.79M invested
- 5. Bank of America Corp1.23% of assets$3.09M invested
- 6. Enel SpA1.08% of assets$2.7M invested
- 7. BNP Paribas Act. Cat.A0.8% of assets$2.02M invested
- 8. Italgas SpA0.75% of assets$1.88M invested
- 9. Beazley PLC1.18% of assets$2.97M invested
- 10. JM Smucker Co0.48% of assets$1.19M 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 A0.28% of assets$707,703 invested
- 2. IHI Corp0.5% of assets$1.25M invested
- 3. Mitsubishi Chemical Group Corp0.41% of assets$1.02M invested
- 4. Toyo Suisan Kaisha Ltd0.61% of assets$1.54M invested
- 5. Tenet Healthcare Corp0.52% of assets$1.31M invested
- 6. Hitachi Ltd0.49% of assets$1.22M invested
- 7. Fuji Electric Co Ltd0.37% of assets$938,249 invested
- 8. Tokyo Electron Ltd0.73% of assets$1.83M invested
- 9. Alten0.34% of assets$848,734 invested
- 10. Solventum Corp0.34% of assets$842,303 invested
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Financial performance
Performance data provided by
Find more financial data on BPGIX at Morningstar.com
Find more financial data on BPGIX at Morningstar.comGender Equality and Returns
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.
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