Oakmark Global Fund - HARRIS ASSOCIATES INVESTMENT TRUST
Shareclass
Oakmark Global Fund R6 Class (OAZGX)
Type
Open-end mutual fund
Filing
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 564 out of 1,040 funds
See more funds from this group
All funds
Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
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 Global Fund - HARRIS ASSOCIATES INVESTMENT TRUST OAZGX
Environment
Social
Search more funds
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. Diageo PLC1.26% of assets$14.07M invested
- 2. BNP Paribas SA2.5% of assets$27.9M invested
- 3. Bank of America Corp1.74% of assets$19.48M invested
- 4. Kering SA2.45% of assets$27.38M invested
- 5. Mondelez International Inc1.69% of assets$18.87M invested
- 6. Pernod Ricard SA1.6% of assets$17.86M invested
- 7. Willis Towers Watson PLC2.7% of assets$30.17M invested
- 8. Bayer AG2.03% of assets$22.66M invested
- 9. adidas AG2.56% of assets$28.57M invested
- 10. Capgemini SE2.19% of assets$24.49M 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. Samsung Electronics Co Ltd2.56% of assets$28.58M invested
- 2. Corebridge Financial Inc2.28% of assets$25.44M invested
- 3. Charter Communications Inc1.15% of assets$12.84M invested
- 4. Envista Holdings Corp2.76% of assets$30.82M invested
- 5. DSV A/S3.28% of assets$36.7M invested
- 6. Bayerische Motoren Werke AG2.29% of assets$25.62M invested
- 7. Targa Resources Corp1.72% of assets$19.22M invested
- 8. IQVIA Holdings Inc3.38% of assets$37.71M invested
- 9. Molina Healthcare Inc1.42% of assets$15.85M invested
- 10. Vail Resorts Inc0.98% of assets$10.94M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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