Live Oak Health Sciences Fund
Shareclass
Live Oak Health Sciences (LOGSX)
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 Live Oak Health Sciences Fund
FUND COVERAGE
# of holdings28
% of assets96%
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
30 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG ADR4.45%$2.2M
- 2. Novo Nordisk AS ADR1.84%$909,703
- 3. Johnson & Johnson3.17%$1.57M
- 4. Vertex Pharmaceuticals Inc3.1%$1.54M
- 5. Merck & Co Inc2.37%$1.17M
- 6. Amgen Inc5.06%$2.51M
- 7. The Cigna Group3.61%$1.79M
- 8. Stryker Corp2.6%$1.29M
- 9. Regeneron Pharmaceuticals Inc3.62%$1.79M
- 10. Cardinal Health Inc5.07%$2.51M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Exelixis Inc4.92%$2.44M
- 2. Veeva Systems Inc Class A2.12%$1.05M
- 3. IQVIA Holdings Inc2.51%$1.24M
- 4. Ensign Group Inc2.8%$1.39M
- 5. Medtronic PLC2.43%$1.21M
- 6. Labcorp Holdings Inc3.78%$1.87M
- 7. McKesson Corp6.1%$3.02M
- 8. Eli Lilly and Co1.53%$758,422
- 9. United Therapeutics Corp5.05%$2.5M
- 10. Incyte Corp2.72%$1.35M
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 Live Oak Health Sciences Fund
Totals
Holdings
Assets
Weight
Prisons
2
$3.78M
7.63%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$1.65M
3.34%
Borders high risk
0
$0
0%
Total
3
$5.43M
11%
Holdings — 3 flagged holdings
1.
Cardinal Health Inc
$2.51M
5.07%
2.
Thermo Fisher Scientific Inc
:$1.65M
3.34%
3.
Elevance Health Inc
$1.27M
2.56%
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.
Live Oak Health Sciences Fund LOGSX
Environment
Social
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