Oakmark Fund - HARRIS ASSOCIATES INVESTMENT TRUST
Shareclass
Oakmark Fund Institutional Class (OANMX)
Type
Open-end mutual fund
Filing
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 719 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
Oakmark Fund - HARRIS ASSOCIATES INVESTMENT TRUST OANMX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Bank of America Corp1.59% of assets$407.65M invested
- 2. Citigroup Inc2.53% of assets$650.41M invested
- 3. Willis Towers Watson PLC2.57% of assets$659.5M invested
- 4. Wells Fargo & Co1.48% of assets$380.82M invested
- 5. General Motors Co2.13% of assets$548.35M invested
- 6. Merck & Co Inc2.64% of assets$679.14M invested
- 7. Baxter International Inc0.47% of assets$120.39M invested
- 8. Salesforce Inc2.6% of assets$667.31M invested
- 9. ConocoPhillips2.79% of assets$718.14M invested
- 10. Equifax Inc1.95% of assets$501.38M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Liberty Broadband Corp0.41% of assets$105.46M invested
- 2. Corebridge Financial Inc0.91% of assets$234.72M invested
- 3. Charter Communications Inc1.09% of assets$280.6M invested
- 4. Carlyle Group Inc/The1.54% of assets$395.28M invested
- 5. Genuine Parts Co0.85% of assets$218.25M invested
- 6. Celanese Corp0.44% of assets$114.16M invested
- 7. Charles Schwab Corp/The2.24% of assets$575.79M invested
- 8. Masco Corp1.13% of assets$290.42M invested
- 9. Targa Resources Corp2.71% of assets$697.78M invested
- 10. IQVIA Holdings Inc2.38% of assets$610.7M invested
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