Oakmark Global Select Fund - HARRIS ASSOCIATES INVESTMENT TRUST
Shareclass
Oakmark Global Select Fund Advisor Class (OAYWX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Oakmark Global Select Fund - HARRIS ASSOCIATES INVESTMENT TRUST
FUND COVERAGE
# of holdings22
% of assets93%
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
11 / 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. Sanofi SA5.03%$50.68M
- 2. Diageo PLC3.85%$38.77M
- 3. BNP Paribas SA5.44%$54.77M
- 4. Reckitt Benckiser Group PLC5.28%$53.15M
- 5. Bayer AG4.8%$48.29M
- 6. Dassault Systemes SE3.05%$30.75M
- 7. ConocoPhillips3.78%$38.11M
- 8. Alphabet Inc4.02%$40.49M
- 9. American International Group Inc3.73%$37.58M
- 10. Becton Dickinson & Co5.29%$53.27M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Charter Communications Inc2.34%$23.57M
- 2. DSV A/S4.26%$42.94M
- 3. Charles Schwab Corp/The4.39%$44.2M
- 4. Bayerische Motoren Werke AG3.47%$34.91M
- 5. IQVIA Holdings Inc6.29%$63.39M
- 6. Molina Healthcare Inc2.21%$22.28M
- 7. Intercontinental Exchange Inc3.43%$34.51M
- 8. CNH Industrial NV4.42%$44.52M
- 9. Capital One Financial Corp4.18%$42.1M
- 10. Sysco Corp6.09%$61.36M
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 Global Select Fund - HARRIS ASSOCIATES INVESTMENT TRUST
Totals
Holdings
Assets
Weight
Prisons
2.0
$74.73M
7.42%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$40.49M
4.02%
Borders high risk
0.0
$0
0%
Total
2.0
$74.73M
7.42%
Holdings — 2 flagged holdings
1.
Alphabet Inc
:$40.49M
4.02%
2.
Elevance Health Inc
$34.24M
3.4%
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 Global Select Fund - HARRIS ASSOCIATES INVESTMENT TRUST OAYWX
Environment
Social
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