Olstein All Cap Value Fund - Managed Portfolio Series
Shareclass
Olstein All Cap Value Fund Class C (OFALX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 34 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
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.
Olstein All Cap Value Fund - Managed Portfolio Series OFALX
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. International Flavors & Fragrances Inc1.79% of assets$8.56M invested
- 2. Willis Towers Watson PLC1.04% of assets$4.99M invested
- 3. Wells Fargo & Co1.3% of assets$6.24M invested
- 4. Uber Technologies Inc0.78% of assets$3.76M invested
- 5. PepsiCo Inc0.84% of assets$4.02M invested
- 6. Jones Lang LaSalle Inc1.05% of assets$5.05M invested
- 7. Johnson & Johnson1.25% of assets$6M invested
- 8. Goldman Sachs Group Inc/The0.28% of assets$1.32M invested
- 9. General Motors Co0.81% of assets$3.9M invested
- 10. Microsoft Corp1.01% of assets$4.84M 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. Dine Brands Global Inc1.17% of assets$5.61M invested
- 2. Berkshire Hathaway Inc1.15% of assets$5.53M invested
- 3. Middleby Corp/The1.27% of assets$6.09M invested
- 4. Mohawk Industries Inc1.3% of assets$6.23M invested
- 5. Kulicke & Soffa Industries Inc1.13% of assets$5.42M invested
- 6. Invesco Ltd0.99% of assets$4.72M invested
- 7. SS&C Technologies Holdings Inc1% of assets$4.81M invested
- 8. LKQ Corp1.7% of assets$8.14M invested
- 9. Reynolds Consumer Products Inc1.12% of assets$5.36M invested
- 10. ABM Industries Inc1.54% of assets$7.36M invested
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