Oakmark U.S. Large Cap ETF
Shareclass
Oakmark U.S. Large Cap ETF (OAKM)
Type
Exchange-traded fund
Manager
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. Equity Fund
Ranking: 927 out of 2,554 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
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. Citigroup Inc4.07% of assets$6.67M invested
- 2. Bank of America Corp1.59% of assets$2.6M invested
- 3. Wells Fargo & Co2.97% of assets$4.88M invested
- 4. General Motors Co3.74% of assets$6.14M invested
- 5. Merck & Co Inc1.08% of assets$1.77M invested
- 6. Centene Corp1.78% of assets$2.92M invested
- 7. Willis Towers Watson PLC1.86% of assets$3.05M invested
- 8. Airbnb Inc Ordinary Shares - Class A0.88% of assets$1.45M invested
- 9. ConocoPhillips3.53% of assets$5.79M invested
- 10. Equifax Inc1.61% of assets$2.64M 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 A3.85% of assets$6.31M invested
- 2. Kenvue Inc1.08% of assets$1.78M invested
- 3. Genuine Parts Co1.9% of assets$3.12M invested
- 4. Corebridge Financial Inc1.42% of assets$2.33M invested
- 5. Charles Schwab Corp3.91% of assets$6.41M invested
- 6. IQVIA Holdings Inc2.87% of assets$4.71M invested
- 7. First Citizens BancShares Inc Class A2.27% of assets$3.72M invested
- 8. The Kroger Co3.28% of assets$5.37M invested
- 9. Intercontinental Exchange Inc3.98% of assets$6.53M invested
- 10. EOG Resources Inc3.2% of assets$5.25M 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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