Olstein Strategic Opportunities Fund
Shareclass
Olstein Strategic Opportunities A (OFSAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Olstein Strategic Opportunities Fund
FUND COVERAGE
# of holdings27
% of assets71%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Jones Lang LaSalle Inc1.98%$1.04M
- 2. Cushman & Wakefield PLC3.35%$1.77M
- 3. Citizens Financial Group Inc2.58%$1.36M
- 4. Korn Ferry1.85%$976,221
- 5. Vontier Corp Ordinary Shares3.95%$2.08M
- 6. Avantor Inc3.48%$1.83M
- 7. Sensata Technologies Holding PLC4.43%$2.33M
- 8. WESCO International Inc1.68%$888,300
- 9. Integra Lifesciences Holdings Corp3.78%$1.99M
- 10. Prestige Consumer Healthcare Inc2.49%$1.31M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vishay Intertechnology Inc2.9%$1.53M
- 2. The Middleby Corp1.99%$1.05M
- 3. The Timken Co1.71%$902,160
- 4. Mohawk Industries Inc2.87%$1.51M
- 5. Kulicke & Soffa Industries Inc3.24%$1.71M
- 6. Prosperity Bancshares Inc1.64%$862,550
- 7. Invesco Ltd3.68%$1.94M
- 8. Home BancShares Inc2.23%$1.17M
- 9. NOV Inc1.28%$675,750
- 10. LKQ Corp2.81%$1.48M
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 Strategic Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
1
$1.36M
2.58%
Prisons high risk
1
$1.36M
2.58%
Private prisons
0
$0
0%
Borders
1
$1.36M
2.58%
Borders high risk
1
$1.36M
2.58%
Total
1
$1.36M
2.58%
Holdings — 1 flagged holdings
1.
Citizens Financial Group Inc
:$1.36M
2.58%
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 Strategic Opportunities Fund OFSAX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer