Oakmark International Small Cap Fund
Shareclass
Oakmark International Small Cap Advisor (OAYEX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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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 Small Cap Fund
FUND COVERAGE
# of holdings43
% of assets70%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. St James's Place PLC1.15%$15.39M
- 2. Lanxess AG2%$26.63M
- 3. TeamViewer SE Bearer Shares2.22%$29.59M
- 4. Randstad NV0.75%$10M
- 5. Sopra Steria Group SA1.45%$19.35M
- 6. JDE Peet's NV Ordinary Shares1.78%$23.77M
- 7. Travis Perkins PLC2.01%$26.8M
- 8. Grifols SA ADR1.45%$19.38M
- 9. Strauss Group Ltd0.85%$11.29M
- 10. Valmet Oyj2.13%$28.38M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Jeol Ltd0.33%$4.44M
- 2. Hamamatsu Photonics KK1.56%$20.85M
- 3. Autoliv Inc1.75%$23.33M
- 4. Bakkafrost P/F1.4%$18.72M
- 5. Kansai Paint Co Ltd0.19%$2.49M
- 6. Colliers International Group Inc Shs Subord Voting0.67%$8.95M
- 7. TIS Inc1.74%$23.2M
- 8. Loomis AB Class B2.08%$27.78M
- 9. Sugi Holdings Co Ltd0.88%$11.72M
- 10. Azimut Holding SpA3.25%$43.33M
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 Small Cap Fund
Totals
Holdings
Assets
Weight
Prisons
1
$10.75M
0.81%
Prisons high risk
1
$10.75M
0.81%
Private prisons
1
$10.75M
0.81%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
1
$10.75M
0.81%
Holdings — 1 flagged holdings
1.
MITIE Group PLC
$10.75M
0.81%
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 Small Cap Fund OAYEX
Environment
Social
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