Oakmark U.S. Large Cap ETF
Shareclass
Oakmark U.S. Large Cap ETF (OAKM)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Oakmark U.S. Large Cap ETF
FUND COVERAGE
# of holdings36
% of assets98%
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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp3.31%$24.67M
- 2. Citigroup Inc4.93%$36.76M
- 3. Willis Towers Watson PLC3.38%$25.21M
- 4. Wells Fargo & Co3.06%$22.83M
- 5. General Motors Co3.35%$24.95M
- 6. Merck & Co Inc2.11%$15.71M
- 7. Salesforce Inc3.41%$25.4M
- 8. ConocoPhillips3.56%$26.52M
- 9. Equifax Inc2.19%$16.34M
- 10. State Street Corp3.25%$24.23M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Charter Communications Inc Class A1.63%$12.17M
- 2. Genuine Parts Co1.92%$14.29M
- 3. Charles Schwab Corp3.22%$24.03M
- 4. Targa Resources Corp0.32%$2.39M
- 5. IQVIA Holdings Inc2.14%$15.91M
- 6. Zimmer Biomet Holdings Inc1.15%$8.53M
- 7. First Citizens BancShares Inc Class A2.52%$18.81M
- 8. Delta Air Lines Inc3.08%$22.93M
- 9. Intercontinental Exchange Inc3.08%$22.95M
- 10. EOG Resources Inc2.25%$16.78M
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 U.S. Large Cap ETF
Totals
Holdings
Assets
Weight
Prisons
3
$82.15M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$111.23M
15%
Borders high risk
0
$0
0%
Total
5
$123.9M
17%
Holdings — 5 flagged holdings
1.
Alphabet Inc Class A
:$44.54M
5.98%
2.
Salesforce Inc
:$25.4M
3.41%
3.
General Motors Co
:$24.95M
3.35%
4.
Equifax Inc
:$16.34M
2.19%
5.
Elevance Health Inc
$12.67M
1.7%
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 U.S. Large Cap ETF OAKM
Environment
Social
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