About BVSIX
Baywood Socially Responsible Fund Institutional Shares is a mutual fund designed to align traditional value investing principles with a socially responsible mandate. Its primary purpose is to provide investors with exposure to U.S. equity markets while specifically avoiding companies that derive more than 5% of their revenue from industries such as tobacco, alcohol, gambling, abortion, or weaponry, ensuring an ethical investment screen is applied to all holdings. The fund predominantly targets stocks with low valuations and high dividend yields, focusing on companies that exhibit slower growth in earnings, sales, book value, and cash flow, characteristic of the value investment style. It largely invests in mid- and large-cap companies across a range of sectors including financial services, technology, industrials, healthcare, and energy. Baywood Socially Responsible Fund Institutional Shares plays a significant role for investors seeking equity exposure while adhering to environmental, social, and governance (ESG) criteria. With a diversified portfolio and disciplined screening process, the fund appeals to institutions and individuals committed to integrating social responsibility into their investment approach.
Fund Family Baywood
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol BVSIX
Share Class Institutional Shares
Index Index is not available on Lipper Database
BVSIX had a total return of 8.76% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.62%.
