Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Oakmark Select Fund
FUND COVERAGE
# of holdings25
% of assets95%
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
6 / 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. Charles River Laboratories International Inc1.71%$128.61M
- 2. Salesforce Inc4.82%$363.08M
- 3. Equifax Inc4.33%$326.05M
- 4. ConocoPhillips4.23%$318.48M
- 5. Centene Corp2.78%$209.23M
- 6. Airbnb Inc Ordinary Shares - Class A5.22%$393.02M
- 7. Alphabet Inc Class A5.07%$381.57M
- 8. Deere & Co3.19%$240.38M
- 9. APA Corp2.42%$182.13M
- 10. Phillips 665.76%$433.5M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Liberty Broadband Corp Registered Shs Series -C-0.88%$66.35M
- 2. Charter Communications Inc Class A0.67%$50.21M
- 3. Charles Schwab Corp4.3%$323.42M
- 4. Paycom Software Inc2.86%$215.15M
- 5. IQVIA Holdings Inc6.71%$505.24M
- 6. Molina Healthcare Inc2.2%$165.91M
- 7. Ally Financial Inc3.15%$237.07M
- 8. First Citizens BancShares Inc Class A5.52%$415.32M
- 9. Lithia Motors Inc Class A5.5%$413.68M
- 10. Intercontinental Exchange Inc4.28%$321.94M
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 Select Fund
Totals
Holdings
Assets
Weight
Prisons
1
$381.57M
5.07%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$1.07B
14%
Borders high risk
0
$0
0%
Total
3
$1.07B
14%
Holdings — 3 flagged holdings
1.
Alphabet Inc Class A
:$381.57M
5.07%
2.
Salesforce Inc
:$363.08M
4.82%
3.
Equifax Inc
:$326.05M
4.33%
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 Select Fund OAKLX
Environment
Social
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