WHITE OAK SELECT GROWTH FUND - Oak Associates Funds
Shareclass
WHITE OAK SELECT GROWTH FUND (WOGSX)
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 WHITE OAK SELECT GROWTH FUND - Oak Associates Funds
FUND COVERAGE
# of holdings24
% of assets95%
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
10 / 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. Novartis AG3.48%$16.96M
- 2. JPMorgan Chase & Co6.71%$32.72M
- 3. Microsoft Corp2.25%$10.97M
- 4. Amgen Inc5.78%$28.19M
- 5. Cigna Group/The1.85%$9.03M
- 6. Salesforce Inc2.03%$9.89M
- 7. Meta Platforms Inc4.5%$21.96M
- 8. Visa Inc1.81%$8.84M
- 9. Chubb Ltd3.74%$18.24M
- 10. State Street Corp1.22%$5.93M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Broadcom Inc2.72%$13.25M
- 2. Charles Schwab Corp/The6.05%$29.52M
- 3. QUALCOMM Inc3.8%$18.54M
- 4. NXP Semiconductors NV3.08%$15.04M
- 5. Labcorp Holdings Inc2.66%$12.97M
- 6. KLA Corp7.03%$34.31M
- 7. Rockwell Automation Inc2.28%$11.13M
- 8. Alcon AG2.29%$11.18M
- 9. Amazon.com Inc8.38%$40.9M
- 10. Lowe's Cos Inc4.93%$24.04M
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 WHITE OAK SELECT GROWTH FUND - Oak Associates Funds
Totals
Holdings
Assets
Weight
Prisons
4.0
$107.09M
22%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$116.98M
24%
Borders high risk
0.0
$0
0%
Total
5.0
$116.98M
24%
Holdings — 5 flagged holdings
1.
Amazon.com Inc
:$40.9M
8.38%
2.
Alphabet Inc
:$35.34M
7.24%
3.
Alphabet Inc
:$19.88M
4.07%
4.
Microsoft Corp
:$10.97M
2.25%
5.
Salesforce Inc
:$9.89M
2.03%
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.
WHITE OAK SELECT GROWTH FUND - Oak Associates Funds WOGSX
Environment
Social
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