Boston Partners Global Sustainability Fund
Shareclass
Boston Partners Global Sustainablty Ins (BPGSX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 401 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
11/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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.
Boston Partners Global Sustainability Fund BPGSX
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. AstraZeneca PLC1.03% of assets$107,638 invested
- 2. NatWest Group PLC1.37% of assets$143,495 invested
- 3. Bank of America Corp1.22% of assets$128,195 invested
- 4. BNP Paribas Act. Cat.A1.94% of assets$202,764 invested
- 5. Italgas SpA0.75% of assets$78,693 invested
- 6. BAE Systems PLC0.61% of assets$63,647 invested
- 7. Novartis AG Registered Shares1.16% of assets$121,399 invested
- 8. Hiscox Ltd0.76% of assets$79,707 invested
- 9. Tesco PLC1.45% of assets$152,284 invested
- 10. JPMorgan Chase & Co2.39% of assets$249,961 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. IHI Corp0.8% of assets$83,747 invested
- 2. Suzuken Co Ltd1.73% of assets$181,674 invested
- 3. Fuji Electric Co Ltd0.65% of assets$68,400 invested
- 4. Hitachi Ltd0.43% of assets$44,611 invested
- 5. Alten1.88% of assets$196,947 invested
- 6. Norfolk Southern Corp0.88% of assets$92,372 invested
- 7. AutoZone Inc1.06% of assets$110,571 invested
- 8. Renesas Electronics Corp0.64% of assets$67,063 invested
- 9. MasterBrand Inc Ordinary Shares0.25% of assets$26,381 invested
- 10. RenaissanceRe Holdings Ltd1.03% of assets$107,520 invested
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Financial performance
Performance data provided by
Find more financial data on BPGSX at Morningstar.com
Find more financial data on BPGSX 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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