Hotchkis & Wiley Value Opportunities Fund
Shareclass
Hotchkis & Wiley Value Opps C (HWACX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Hotchkis & Wiley Value Opportunities Fund
FUND COVERAGE
# of holdings52
% of assets84%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Qantas Airways Ltd2.18%$17.08M
- 2. WPP PLC ADR0.5%$3.91M
- 3. Citigroup Inc1.75%$13.72M
- 4. Philip Morris International Inc1.22%$9.55M
- 5. Shell PLC ADR (Representing - Ordinary Shares)1.35%$10.61M
- 6. Wells Fargo & Co1.19%$9.3M
- 7. Henkel AG & Co KGaA1.16%$9.09M
- 8. Jones Lang LaSalle Inc1.48%$11.57M
- 9. The Goldman Sachs Group Inc1.37%$10.75M
- 10. General Motors Co2.32%$18.18M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co Ordinary Shares - Series N3.65%$28.62M
- 2. Fluor Corp0.33%$2.6M
- 3. NOV Inc1.84%$14.41M
- 4. Marriott Vacations Worldwide Corp0.74%$5.78M
- 5. Avnet Inc0.93%$7.26M
- 6. Medtronic PLC0.85%$6.7M
- 7. Lithia Motors Inc Class A0.38%$2.97M
- 8. SLM Corp1.67%$13.08M
- 9. Aptiv PLC0.85%$6.67M
- 10. Stanley Black & Decker Inc0.7%$5.49M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Hotchkis & Wiley Value Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
5
$64.03M
8.16%
Prisons high risk
1
$1.68M
0.21%
Private prisons
0
$0
0%
Borders
5
$67.69M
8.63%
Borders high risk
1
$1.68M
0.21%
Total
6
$85.01M
11%
Holdings — 6 flagged holdings
1.
Salesforce Inc
:$20.97M
2.67%
2.
General Motors Co
:$18.18M
2.32%
3.
Elevance Health Inc
$17.32M
2.21%
4.
Microsoft Corp
:$16.73M
2.13%
5.
Alphabet Inc Class A
:$10.11M
1.29%
6.
Citizens Financial Group Inc
:$1.68M
0.21%
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.
Hotchkis & Wiley Value Opportunities Fund HWACX
Environment
Social
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