Oakmark Global Select Fund
Shareclass
Oakmark Global Select Investor (OAKWX)
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 Global Select Fund
FUND COVERAGE
# of holdings23
% of assets92%
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
10 / 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. Diageo PLC4.21%$42.83M
- 2. BNP Paribas Act. Cat.A5.15%$52.38M
- 3. Reckitt Benckiser Group PLC5.46%$55.58M
- 4. Mercedes-Benz Group AG1.7%$17.29M
- 5. Bayer AG4.43%$45.05M
- 6. Roche Holding AG4.36%$44.3M
- 7. Dassault Systemes SE1.02%$10.34M
- 8. ConocoPhillips3.79%$38.51M
- 9. Alphabet Inc Class A4.28%$43.58M
- 10. American International Group Inc3.85%$39.12M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Charter Communications Inc Class A3.05%$31.06M
- 2. DSV AS3.17%$32.2M
- 3. Charles Schwab Corp4.15%$42.24M
- 4. Bayerische Motoren Werke AG2.27%$23.08M
- 5. IQVIA Holdings Inc6.31%$64.2M
- 6. Molina Healthcare Inc1.16%$11.77M
- 7. Intercontinental Exchange Inc2.75%$27.93M
- 8. CNH Industrial NV5.15%$52.39M
- 9. Capital One Financial Corp3.63%$36.93M
- 10. Sysco Corp6.74%$68.56M
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
Totals
Holdings
Assets
Weight
Prisons
2
$87.54M
8.61%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$43.58M
4.28%
Borders high risk
0
$0
0%
Total
2
$87.54M
8.61%
Holdings — 2 flagged holdings
1.
Elevance Health Inc
$43.97M
4.32%
2.
Alphabet Inc Class A
:$43.58M
4.28%
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 OAKWX
Environment
Social
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