Oakmark U.S. Large Cap ETF
Shareclass
Oakmark U.S. Large Cap ETF (OAKM)
Type
Exchange-traded fund
Manager
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: U.S. Large Cap Equity
Ranking: 660 out of 1,447 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
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 U.S. Large Cap ETF OAKM
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 Corp2.91% of assets$13.44M invested
- 2. Citigroup Inc4.59% of assets$21.17M invested
- 3. Wells Fargo & Co2.69% of assets$12.4M invested
- 4. General Motors Co3.24% of assets$14.94M invested
- 5. Merck & Co Inc1.71% of assets$7.91M invested
- 6. Willis Towers Watson PLC2.7% of assets$12.48M invested
- 7. Equifax Inc2.76% of assets$12.74M invested
- 8. ConocoPhillips2.64% of assets$12.19M invested
- 9. Centene Corp2.58% of assets$11.89M invested
- 10. Bank of New York Mellon Corp2.83% of assets$13.05M 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 A2.78% of assets$12.84M invested
- 2. Genuine Parts Co2.02% of assets$9.34M invested
- 3. Corebridge Financial Inc1.92% of assets$8.84M invested
- 4. Charles Schwab Corp4.46% of assets$20.59M invested
- 5. IQVIA Holdings Inc3.07% of assets$14.19M invested
- 6. First Citizens BancShares Inc Class A2.68% of assets$12.37M invested
- 7. Delta Air Lines Inc2.97% of assets$13.71M invested
- 8. Intercontinental Exchange Inc2.98% of assets$13.74M invested
- 9. EOG Resources Inc2.44% of assets$11.24M invested
- 10. Capital One Financial Corp2.71% of assets$12.5M invested
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Financial performance
Performance data provided by
Find more financial data on OAKM at Morningstar.com
Find more financial data on OAKM at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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