Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Oakmark Fund
FUND COVERAGE
# of holdings54
% 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
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 Corp2.36%$583.32M
- 2. Citigroup Inc3.42%$846.79M
- 3. Willis Towers Watson PLC2.74%$677.08M
- 4. Wells Fargo & Co1.72%$424.55M
- 5. General Motors Co2.5%$619.16M
- 6. Merck & Co Inc2.19%$541.52M
- 7. Baxter International Inc0.58%$143.45M
- 8. Salesforce Inc2.22%$550.31M
- 9. ConocoPhillips2.52%$624.07M
- 10. Equifax Inc2.27%$561.98M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Liberty Broadband Corp Registered Shs Series -C-0.56%$137.88M
- 2. Corebridge Financial Inc1.01%$249.35M
- 3. Charter Communications Inc Class A1.44%$356.87M
- 4. The Carlyle Group Inc1.69%$419.29M
- 5. Magna International Inc0.23%$56.86M
- 6. Genuine Parts Co0.99%$246.02M
- 7. Celanese Corp Class A0.46%$113.62M
- 8. Charles Schwab Corp2.97%$734.17M
- 9. Masco Corp1.24%$307M
- 10. Targa Resources Corp1.65%$407.62M
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 Fund
Totals
Holdings
Assets
Weight
Prisons
4
$2.35B
9.49%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$3.37B
14%
Borders high risk
1
$419.29M
1.69%
Total
7
$3.88B
16%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class A
:$871.85M
3.52%
2.
General Motors Co
:$619.16M
2.5%
3.
Equifax Inc
:$561.98M
2.27%
4.
Salesforce Inc
:$550.31M
2.22%
5.
Elevance Health Inc
$506.98M
2.05%
6.
The Carlyle Group Inc
:$419.29M
1.69%
7.
Amazon.com Inc
:$350.21M
1.42%
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 Fund OAZMX
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