Oakmark Global Select Fund
Shareclass
Oakmark Global Select Investor (OAKWX)
Type
Open-end mutual fund
Manager
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 597 out of 1,095 funds
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Groups
Categories
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
0/10
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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 Select Fund OAKWX
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. Diageo PLC4.21% of assets$42.83M invested
- 2. BNP Paribas Act. Cat.A5.15% of assets$52.38M invested
- 3. Reckitt Benckiser Group PLC5.46% of assets$55.58M invested
- 4. Mercedes-Benz Group AG1.7% of assets$17.29M invested
- 5. Bayer AG4.43% of assets$45.05M invested
- 6. Roche Holding AG4.36% of assets$44.3M invested
- 7. Dassault Systemes SE1.02% of assets$10.34M invested
- 8. ConocoPhillips3.79% of assets$38.51M invested
- 9. Alphabet Inc Class A4.28% of assets$43.58M invested
- 10. American International Group Inc3.85% of assets$39.12M 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. Charter Communications Inc Class A3.05% of assets$31.06M invested
- 2. DSV AS3.17% of assets$32.2M invested
- 3. Charles Schwab Corp4.15% of assets$42.24M invested
- 4. Bayerische Motoren Werke AG2.27% of assets$23.08M invested
- 5. IQVIA Holdings Inc6.31% of assets$64.2M invested
- 6. Molina Healthcare Inc1.16% of assets$11.77M invested
- 7. Intercontinental Exchange Inc2.75% of assets$27.93M invested
- 8. CNH Industrial NV5.15% of assets$52.39M invested
- 9. Capital One Financial Corp3.63% of assets$36.93M invested
- 10. Sysco Corp6.74% of assets$68.56M invested
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Financial performance
Performance data provided by
Find more financial data on OAKWX at Morningstar.com
Find more financial data on OAKWX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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