BTS Enhanced Equity Income Fund
Shareclass
BTS Enhanced Equity Income A (EEQAX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,223 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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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.
BTS Enhanced Equity Income Fund EEQAX
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. JM Smucker Co5.47% of assets$446,983 invested
- 2. Accenture PLC Class A1.73% of assets$141,142 invested
- 3. Ford Motor Co0.84% of assets$68,722 invested
- 4. The Hartford Insurance Group Inc1.89% of assets$154,355 invested
- 5. The Hershey Co1.34% of assets$109,844 invested
- 6. Verizon Communications Inc1.89% of assets$154,384 invested
- 7. Microsoft Corp1.64% of assets$133,786 invested
- 8. Paychex Inc0.94% of assets$76,897 invested
- 9. Edison International0.6% of assets$48,778 invested
- 10. Meta Platforms Inc Class A4.61% of assets$376,865 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. Coca-Cola Consolidated Inc1.47% of assets$120,455 invested
- 2. Reliance Inc1.44% of assets$117,675 invested
- 3. Nucor Corp3.59% of assets$293,498 invested
- 4. Permian Resources Corp Class A0.85% of assets$69,520 invested
- 5. O'Reilly Automotive Inc1.51% of assets$123,628 invested
- 6. SEI Investments Co1.26% of assets$102,944 invested
- 7. Skyworks Solutions Inc2.04% of assets$166,983 invested
- 8. Snap-on Inc2.63% of assets$214,596 invested
- 9. Simon Property Group Inc0.94% of assets$77,041 invested
- 10. Erie Indemnity Co Class A1.36% of assets$110,870 invested
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Financial performance
Performance data provided by
Find more financial data on EEQAX at Morningstar.com
Find more financial data on EEQAX at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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