Oakmark Equity and Income Fund
Shareclass
Oakmark Equity and Income Institutional (OANBX)
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 Oakmark Equity and Income Fund
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
27 / 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 Corp1.71%$106.38M
- 2. Willis Towers Watson PLC1.75%$109.02M
- 3. The Wendy's Co Class A1.01%$62.74M
- 4. General Motors Co0.82%$51.14M
- 5. Charles River Laboratories International Inc0.65%$40.74M
- 6. BlackRock Inc0.19%$11.54M
- 7. Merck & Co Inc0.84%$52.39M
- 8. Owens-Corning Inc0.58%$35.9M
- 9. Salesforce Inc1.06%$65.79M
- 10. ConocoPhillips1.71%$106.54M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Openlane Inc0.44%$27.48M
- 2. Corebridge Financial Inc1.5%$93.3M
- 3. Allison Transmission Holdings Inc0.45%$28.19M
- 4. Charter Communications Inc Class A0.74%$46.33M
- 5. Genuine Parts Co0.73%$45.67M
- 6. ABM Industries Inc0.78%$48.87M
- 7. Warner Music Group Corp Ordinary Shares - Class A0.97%$60.58M
- 8. Charles Schwab Corp1.69%$105.29M
- 9. Masco Corp0.81%$50.53M
- 10. Targa Resources Corp0.81%$50.18M
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
Totals
Holdings
Assets
Weight
Prisons
5
$465.73M
7.48%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$503.25M
8.08%
Borders high risk
0
$0
0%
Total
7
$628.8M
10%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class A
:$171.92M
2.76%
2.
Amazon.com Inc
:$117.12M
1.88%
3.
Equifax Inc
:$97.28M
1.56%
4.
Salesforce Inc
:$65.79M
1.06%
5.
Elevance Health Inc
$62.81M
1.01%
6.
The Wendy's Co Class A
$62.74M
1.01%
7.
General Motors Co
:$51.14M
0.82%
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 OANBX
Environment
Social
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