Olstein All Cap Value Fund
Shareclass
Olstein All Cap Value C (OFALX)
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 Olstein All Cap Value Fund
FUND COVERAGE
# of holdings80
% of assets94%
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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc1.55%$7.69M
- 2. Hologic Inc1.54%$7.63M
- 3. Willis Towers Watson PLC1.06%$5.25M
- 4. Wells Fargo & Co1.23%$6.12M
- 5. Uber Technologies Inc0.55%$2.74M
- 6. PepsiCo Inc0.79%$3.93M
- 7. Jones Lang LaSalle Inc0.96%$4.77M
- 8. Johnson & Johnson1.81%$8.99M
- 9. The Goldman Sachs Group Inc0.56%$2.79M
- 10. General Motors Co1.06%$5.24M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B1.11%$5.53M
- 2. The Middleby Corp1.31%$6.53M
- 3. Mohawk Industries Inc1.14%$5.64M
- 4. Kulicke & Soffa Industries Inc1.18%$5.85M
- 5. Invesco Ltd1.04%$5.16M
- 6. SS&C Technologies Holdings Inc0.98%$4.88M
- 7. LKQ Corp1.66%$8.24M
- 8. Reynolds Consumer Products Inc Ordinary Shares1.41%$6.99M
- 9. ABM Industries Inc1.59%$7.91M
- 10. Dover Corp1.02%$5.09M
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
Totals
Holdings
Assets
Weight
Prisons
7
$35.53M
7.15%
Prisons high risk
1
$6.41M
1.29%
Private prisons
0
$0
0%
Borders
10
$46.23M
9.31%
Borders high risk
4
$21.5M
4.33%
Total
12
$59.12M
12%
Holdings — 12 flagged holdings
1.
General Dynamics Corp
:$7.94M
1.6%
2.
Target Corp
$7.36M
1.48%
3.
Citizens Financial Group Inc
:$6.41M
1.29%
4.
Berkshire Hathaway Inc Class B
$5.53M
1.11%
5.
General Motors Co
:$5.24M
1.06%
6.
Microsoft Corp
:$4.71M
0.95%
7.
Equifax Inc
:$4.62M
0.93%
8.
L3Harris Technologies Inc
:$3.97M
0.8%
9.
Thermo Fisher Scientific Inc
:$3.88M
0.78%
10.
Alphabet Inc Class C
:$3.53M
0.71%
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 OFALX
Environment
Social
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