Olstein All Cap Value Fund - Managed Portfolio Series
Shareclass
Olstein All Cap Value Fund Class C (OFALX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Olstein All Cap Value Fund - Managed Portfolio Series
FUND COVERAGE
# of holdings77
% of assets90%
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
7 / 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. International Flavors & Fragrances Inc1.79%$8.56M
- 2. Willis Towers Watson PLC1.04%$4.99M
- 3. Wells Fargo & Co1.3%$6.24M
- 4. Uber Technologies Inc0.78%$3.76M
- 5. PepsiCo Inc0.84%$4.02M
- 6. Jones Lang LaSalle Inc1.05%$5.05M
- 7. Johnson & Johnson1.25%$6M
- 8. Goldman Sachs Group Inc/The0.28%$1.32M
- 9. General Motors Co0.81%$3.9M
- 10. Microsoft Corp1.01%$4.84M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc1.15%$5.53M
- 2. Middleby Corp/The1.27%$6.09M
- 3. Mohawk Industries Inc1.3%$6.23M
- 4. Kulicke & Soffa Industries Inc1.13%$5.42M
- 5. Invesco Ltd0.99%$4.72M
- 6. SS&C Technologies Holdings Inc1%$4.81M
- 7. LKQ Corp1.7%$8.14M
- 8. Reynolds Consumer Products Inc1.12%$5.36M
- 9. ABM Industries Inc1.54%$7.36M
- 10. Dover Corp1.21%$5.8M
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 Olstein All Cap Value Fund - Managed Portfolio Series
Totals
Holdings
Assets
Weight
Prisons
10.0
$44.01M
9.19%
Prisons high risk
2.0
$8.87M
1.85%
Private prisons
0.0
$0
0%
Borders
11.0
$44.77M
9.35%
Borders high risk
5.0
$23.18M
4.84%
Total
13.0
$58.32M
12%
Holdings — 13 flagged holdings
1.
Target Corp
$8.02M
1.67%
2.
General Dynamics Corp
:$7.41M
1.55%
3.
Berkshire Hathaway Inc
$5.53M
1.15%
4.
Citizens Financial Group Inc
:$5.18M
1.08%
5.
Microsoft Corp
:$4.84M
1.01%
6.
Lockheed Martin Corp
:$3.97M
0.83%
7.
Equifax Inc
:$3.91M
0.82%
8.
General Motors Co
:$3.9M
0.81%
9.
Thermo Fisher Scientific Inc
:$3.71M
0.77%
10.
L3Harris Technologies Inc
:$3.7M
0.77%
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.
Olstein All Cap Value Fund - Managed Portfolio Series OFALX
Environment
Social
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