TCW White Oak Emerging Markets Equity Fund

Shareclass

TCW White Oak Emerging Markets Equity N (TWEMX)

Type

Open-end mutual fund

Manager

TCW

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

Unranked

Not ranked due to low data coverage

% Equileap coverage

16%

Gender balance in leadership and workforce

25/40

See the score criteria

Equal compensation and work life balance

11/30

See the score criteria

Policies promoting gender equality

17/20

See the score criteria

Commitment, transparency, and accountability

1/10

See the score criteria

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.

TCW White Oak Emerging Markets Equity Fund TWEMX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. HSBC Holdings PLC
0.64% of assets
$67,788 invested
2. Moncler SpA
0.27% of assets
$28,921 invested
3. Hermes International SA
0.67% of assets
$70,968 invested
4. Kruk SA
0.58% of assets
$60,621 invested
5. Compagnie Financiere Richemont SA Class A
1.37% of assets
$144,009 invested
6. Prudential PLC
0.33% of assets
$34,505 invested
7. Lvmh Moet Hennessy Louis Vuitton SE
0.26% of assets
$27,839 invested
8. Hong Kong Exchanges and Clearing Ltd
1.39% of assets
$146,820 invested
9. Jeronimo Martins SGPS SA
0.23% of assets
$24,136 invested
10. DBS Group Holdings Ltd
0.85% of assets
$89,594 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. Coupang Inc Ordinary Shares - Class A
0.26% of assets
$27,632 invested
2. Warrior Met Coal Inc
0.24% of assets
$24,814 invested
3. Disco Corp
0.19% of assets
$20,484 invested
4. Techtronic Industries Co Ltd
0.77% of assets
$81,505 invested
5. Prosus NV Ordinary Shares - Class N
0.62% of assets
$65,258 invested
6. Lundin Mining Corp
0.32% of assets
$34,026 invested
7. MercadoLibre Inc
0.81% of assets
$85,838 invested
8. Delivery Hero SE
0.19% of assets
$19,881 invested
9. Erste Group Bank AG.
0.24% of assets
$24,876 invested
10. Benefit Systems SA
0.54% of assets
$57,282 invested

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Top-scoring funds

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Financial performance

Performance data provided by

Find more financial data on TWEMX at Morningstar.com

Gender Equality and Returns

Less than one year of returns available

Benchmarking tool

Current fund

TWEMX

TCW White Oak Emerging Markets Equity Fund

Family

TCW

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

Less than one year of returns available

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

TWEMX

TCW White Oak Emerging Markets Equity Fund

Family

TCW

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

Less than one year of returns available

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

TWEMX

TCW White Oak Emerging Markets Equity Fund

Family

TCW

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

Less than one year of returns available

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Less than one year of returns available

Lower overall gender equality score

3 / 100 points lower

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
TWEMX - TCW White Oak Emerging Markets Equity Fund

54 / 100 points

Benchmark

13%

8.32%

10%

4.72%

57 / 100 points

Fund compared to benchmark

Less than one year of returns available

3 / 100 points lower

Find more financial data on TWEMX at Morningstar.com

What's next?

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Action toolkit

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Learn more about As You Sow's Invest Your Values program

Invest Your Values

Visit Fossil Free Funds to measure the climate risk of this portfolio

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