BVSIX : Baywood Socially Responsible Fund Institutional Shares

BVSIX is a US Stocks Market Large Value with MODERATE fees.

BVSIX

Baywood Socially Responsible Fund Institutional Shares

FI Score

27 /100

Expense Ratio Rating

6 /10

Expense Rating

1 /10

Market Score

0 /10

Category Score

8 /10

Market Size

0 /10

27% FI Score
  • bvsix
  • Mutual Fund
  • US Stocks
  • Large Value

Baywood Socially Responsible Fund Institutional Shares

Expenses: 0.89% (Better than 1% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital growth. Under normal circumstances, at least 80% of the fund's net assets (plus any borrowings for investment purposes) consist of common stocks of issuers that meet certain socially responsible criteria. The fund seeks to avoid investing in any issuer that derives more than 5% of its total revenue from tobacco, alcohol, gambling, abortion or weaponry (whether sold to consumers or the military), or that is involved in nuclear power.

Largest Holdings

Amount Holding
4.83% Regeneron Pharmaceuticals Inc
4.55% Becton, Dickinson and Co
4.07% Brookfield Asset Management Inc Class A
3.90% Verizon Communications Inc
3.89% Cisco Systems Inc
3.67% American Express Co
3.58% Nutrien Ltd
3.30% Mondelez International Inc Class A
3.25% Atlas Corp
2.98% Corning Inc
2.87% The Walt Disney Co
2.76% Aptiv PLC
2.73% Bank of America Corp
2.65% Royal Philips NV ADR
2.64% American International Group Inc
2.61% Comcast Corp Class A
2.56% Air Lease Corp Class A
2.46% NXP Semiconductors NV
2.38% PepsiCo Inc
2.33% Union Pacific Corp
2.32% Intel Corp
2.25% BOK Financial Corp
2.23% Cummins Inc
2.22% Gilead Sciences Inc
2.20% Discovery Inc C

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