Oakmark International Fund
Shareclass
Oakmark International Investor (OAKIX)
Type
Open-end mutual fund
Manager
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 International Fund
FUND COVERAGE
# of holdings57
% of assets87%
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
13 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
2 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Allianz SE1.19%$172.08M
- 2. Publicis Groupe SA1.57%$226.82M
- 3. Diageo PLC1.21%$174.29M
- 4. Novartis AG Registered Shares1.12%$161.7M
- 5. BNP Paribas Act. Cat.A2.94%$423.57M
- 6. Danone SA1.52%$218.94M
- 7. Kering SA2.36%$339.29M
- 8. Pernod Ricard SA2.27%$327.32M
- 9. Schroders PLC0.67%$96.03M
- 10. Intesa Sanpaolo0.99%$143.22M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. DSV AS2.18%$313.63M
- 2. SMC Corp1.74%$250.7M
- 3. Mitsubishi Estate Co Ltd1.01%$145.02M
- 4. Flutter Entertainment PLC0.88%$126.82M
- 5. Bayerische Motoren Werke AG2.21%$318.56M
- 6. Komatsu Ltd1.25%$179.78M
- 7. Eurofins Scientific SE1.42%$204.92M
- 8. Bunzl PLC0.83%$120.11M
- 9. Ryanair Holdings PLC ADR0.45%$64.4M
- 10. CNH Industrial NV2.58%$371M
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 International Fund
Totals
Holdings
Assets
Weight
Prisons
1
$295.84M
2.05%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$587.55M
4.08%
Borders high risk
1
$291.71M
2.03%
Total
2
$587.55M
4.08%
Holdings — 2 flagged holdings
1.
Capgemini SE
:$295.84M
2.05%
2.
Airbus SE
:$291.71M
2.03%
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 International Fund OAKIX
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