Oakmark Equity and Income Fund - HARRIS ASSOCIATES INVESTMENT TRUST
Shareclass
Oakmark Equity and Income Fund Advisor Class (OAYBX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Oakmark Equity and Income Fund - HARRIS ASSOCIATES INVESTMENT TRUST
FUND COVERAGE
# of holdings52
% of assets60%
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
7 / 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. Bank of America Corp1.38%$85.64M
- 2. Mondelez International Inc0.5%$30.91M
- 3. Willis Towers Watson PLC1.68%$103.71M
- 4. Wendy's Co/The0.92%$57.05M
- 5. Charles River Laboratories International Inc0.84%$51.94M
- 6. General Motors Co0.32%$19.83M
- 7. Merck & Co Inc1.06%$65.7M
- 8. Owens Corning0.46%$28.4M
- 9. Salesforce Inc1.19%$73.54M
- 10. ConocoPhillips1.46%$90.09M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. OPENLANE Inc0.34%$20.99M
- 2. Corebridge Financial Inc1.42%$87.83M
- 3. Allison Transmission Holdings Inc0.53%$32.51M
- 4. Genuine Parts Co0.65%$40.52M
- 5. ABM Industries Inc0.72%$44.83M
- 6. Warner Music Group Corp0.69%$42.6M
- 7. Charles Schwab Corp/The1.78%$110.18M
- 8. Masco Corp0.74%$45.55M
- 9. Targa Resources Corp0.89%$55.26M
- 10. IQVIA Holdings Inc0.97%$59.96M
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 Oakmark Equity and Income Fund - HARRIS ASSOCIATES INVESTMENT TRUST
Totals
Holdings
Assets
Weight
Prisons
6.0
$588.46M
9.51%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$509.63M
8.23%
Borders high risk
0.0
$0
0%
Total
7.0
$662M
11%
Holdings — 7 flagged holdings
1.
Alphabet Inc
:$210.87M
3.41%
2.
Amazon.com Inc
:$123.12M
1.99%
3.
Elevance Health Inc
$95.31M
1.54%
4.
Equifax Inc
:$82.28M
1.33%
5.
Salesforce Inc
:$73.54M
1.19%
6.
Wendy's Co/The
$57.05M
0.92%
7.
General Motors Co
:$19.83M
0.32%
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.
Oakmark Equity and Income Fund - HARRIS ASSOCIATES INVESTMENT TRUST OAYBX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer