RIVER OAK DISCOVERY FUND - Oak Associates Funds
Shareclass
RIVER OAK DISCOVERY FUND (RIVSX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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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 RIVER OAK DISCOVERY FUND - Oak Associates Funds
FUND COVERAGE
# of holdings19
% of assets47%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
2 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. CNO Financial Group Inc2.75%$774,098
- 2. Energizer Holdings Inc0.77%$218,365
- 3. Korn Ferry2.65%$747,427
- 4. Diodes Inc1.39%$391,837
- 5. Prestige Consumer Healthcare Inc2.94%$828,890
- 6. Selective Insurance Group Inc1.98%$557,534
- 7. Cirrus Logic Inc3.38%$952,915
- 8. Lantheus Holdings Inc1.88%$529,270
- 9. Ambarella Inc1.61%$453,595
- 10. Artisan Partners Asset Management Inc2.32%$654,533
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Axos Financial Inc2.23%$627,794
- 2. Intapp Inc1.01%$285,960
- 3. Esab Corp2.44%$686,758
- 4. Clear Secure Inc2.21%$624,118
- 5. Advanced Energy Industries Inc3.74%$1.05M
- 6. Kulicke & Soffa Industries Inc4.42%$1.24M
- 7. Kadant Inc3.19%$898,269
- 8. Applied Industrial Technologies Inc3.1%$872,373
- 9. Asbury Automotive Group Inc2.67%$752,777
- 10. Artisan Partners Asset Management Inc2.32%$654,533
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 RIVER OAK DISCOVERY FUND - Oak Associates Funds
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
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.
RIVER OAK DISCOVERY FUND - Oak Associates Funds RIVSX
Environment
Social
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