Oakmark U.S. Large Cap ETF
Shareclass
Oakmark U.S. Large Cap ETF (OAKM)
Type
Exchange-traded 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: U.S. Large Cap Equity
Ranking: 229 out of 1,462 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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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 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 Corp3.31% of assets$24.67M invested
- 2. Citigroup Inc4.93% of assets$36.76M invested
- 3. Willis Towers Watson PLC3.38% of assets$25.21M invested
- 4. Wells Fargo & Co3.06% of assets$22.83M invested
- 5. General Motors Co3.35% of assets$24.95M invested
- 6. Merck & Co Inc2.11% of assets$15.71M invested
- 7. Salesforce Inc3.41% of assets$25.4M invested
- 8. ConocoPhillips3.56% of assets$26.52M invested
- 9. Equifax Inc2.19% of assets$16.34M invested
- 10. State Street Corp3.25% of assets$24.23M 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 A1.63% of assets$12.17M invested
- 2. Genuine Parts Co1.92% of assets$14.29M invested
- 3. Charles Schwab Corp3.22% of assets$24.03M invested
- 4. Targa Resources Corp0.32% of assets$2.39M invested
- 5. IQVIA Holdings Inc2.14% of assets$15.91M invested
- 6. Zimmer Biomet Holdings Inc1.15% of assets$8.53M invested
- 7. First Citizens BancShares Inc Class A2.52% of assets$18.81M invested
- 8. Delta Air Lines Inc3.08% of assets$22.93M invested
- 9. Intercontinental Exchange Inc3.08% of assets$22.95M invested
- 10. EOG Resources Inc2.25% of assets$16.78M 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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