Brown Advisory - WMC Strategic European Equity Fund
Shareclass
Brown Advisory WMC Strat Eurp Eq Instl (BAFHX)
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: 304 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
17/20
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.
Brown Advisory - WMC Strategic European Equity Fund BAFHX
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. Storebrand ASA1.1% of assets$5.61M invested
- 2. Publicis Groupe SA2.81% of assets$14.39M invested
- 3. UCB SA2.08% of assets$10.61M invested
- 4. Unilever PLC3.61% of assets$18.47M invested
- 5. Haleon PLC3.34% of assets$17.1M invested
- 6. Danone SA1.77% of assets$9.07M invested
- 7. Beazley PLC1.54% of assets$7.88M invested
- 8. Legrand SA0.37% of assets$1.91M invested
- 9. British American Tobacco PLC5.19% of assets$26.56M invested
- 10. Holcim Ltd1.43% of assets$7.32M 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. Galderma Group AG Registered Shares2.01% of assets$10.29M invested
- 2. Buzzi SpA0.29% of assets$1.5M invested
- 3. Royal Unibrew AS1.81% of assets$9.25M invested
- 4. Hexpol AB Class B0.49% of assets$2.51M invested
- 5. United Internet AG1.81% of assets$9.26M invested
- 6. Hill & Smith PLC0.29% of assets$1.49M invested
- 7. Dassault Aviation SA1.09% of assets$5.57M invested
- 8. Bunzl PLC3% of assets$15.36M invested
- 9. Hikma Pharmaceuticals PLC0.58% of assets$2.94M invested
- 10. Rheinmetall AG2.68% of assets$13.73M invested
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Financial performance
Performance data provided by
Find more financial data on BAFHX at Morningstar.com
Find more financial data on BAFHX 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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