Old Westbury All Cap Core Fund
Shareclass
Old Westbury All Cap Core (OWACX)
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 Old Westbury All Cap Core Fund
FUND COVERAGE
# of holdings89
% of assets97%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp1.15%$38.79M
- 2. Bank of America Corp1.85%$62.47M
- 3. Hilton Worldwide Holdings Inc0.86%$28.95M
- 4. JPMorgan Chase & Co2.43%$82.38M
- 5. Northrop Grumman Corp1.43%$48.26M
- 6. Microsoft Corp6.71%$226.97M
- 7. S&P Global Inc1.2%$40.6M
- 8. Keysight Technologies Inc0.71%$23.97M
- 9. AbbVie Inc1.24%$42.06M
- 10. SLB0.87%$29.35M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Constellation Software Inc0.63%$21.24M
- 2. Brookfield Corp Registered Shs -A- Limited Vtg1.19%$40.42M
- 3. Ryan Specialty Holdings Inc Class A0.53%$18M
- 4. APi Group Corp0.48%$16.39M
- 5. Saia Inc0.39%$13.17M
- 6. Core & Main Inc Class A0.57%$19.22M
- 7. Light & Wonder Inc Ordinary Shares0.43%$14.4M
- 8. O'Reilly Automotive Inc0.64%$21.64M
- 9. Manhattan Associates Inc0.45%$15.13M
- 10. Entegris Inc0.27%$9.12M
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 Old Westbury All Cap Core Fund
Totals
Holdings
Assets
Weight
Prisons
7
$629.6M
19%
Prisons high risk
2
$44.12M
1.3%
Private prisons
0
$0
0%
Borders
9
$691.83M
20%
Borders high risk
3
$102.28M
3.02%
Total
12
$788.35M
23%
Holdings — 12 flagged holdings
1.
Microsoft Corp
:$226.97M
6.71%
2.
Amazon.com Inc
:$137.06M
4.05%
3.
Alphabet Inc Class C
:$134.11M
3.96%
4.
Costco Wholesale Corp
$50.19M
1.48%
5.
Northrop Grumman Corp
:$48.26M
1.43%
6.
TransUnion
:$43.42M
1.28%
7.
Walmart Inc
$37.15M
1.1%
8.
Motorola Solutions Inc
:$34.94M
1.03%
9.
Thermo Fisher Scientific Inc
:$30.57M
0.9%
10.
Booz Allen Hamilton Holding Corp Class A
:$19.08M
0.56%
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.
Old Westbury All Cap Core Fund OWACX
Environment
Social
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