Columbia Contrarian Core Fund - COLUMBIA FUNDS SERIES TRUST I
Shareclass
Columbia Contrarian Core Fund Columbia Contrarian Core Fund Institutional 3 Class (COFYX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Columbia Contrarian Core Fund - COLUMBIA FUNDS SERIES TRUST I
FUND COVERAGE
# of holdings79
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.4%$64.19M
- 2. Procter & Gamble Co/The0.66%$107.62M
- 3. Boston Scientific Corp0.61%$98.54M
- 4. Bank of America Corp2.14%$346.08M
- 5. Mastercard Inc1%$162.13M
- 6. JPMorgan Chase & Co1.85%$299.03M
- 7. Wells Fargo & Co1.47%$237.45M
- 8. Uber Technologies Inc0.52%$84.36M
- 9. PepsiCo Inc1.09%$177.27M
- 10. Vertex Pharmaceuticals Inc1.23%$199.62M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. PACCAR Inc0.05%$8.06M
- 2. Broadcom Inc3.02%$489.52M
- 3. Marvell Technology Inc0.42%$68.48M
- 4. Charles Schwab Corp/The0.49%$79.67M
- 5. PulteGroup Inc0.41%$66M
- 6. Take-Two Interactive Software Inc0.46%$74.83M
- 7. Synopsys Inc0.69%$112.43M
- 8. Applied Materials Inc1.12%$181.82M
- 9. Parker-Hannifin Corp0.4%$64.73M
- 10. MongoDB Inc0.1%$16.18M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Columbia Contrarian Core Fund - COLUMBIA FUNDS SERIES TRUST I
Totals
Holdings
Assets
Weight
Prisons
6.0
$3.47B
21%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
7.0
$3.45B
21%
Borders high risk
1.0
$81.34M
0.5%
Total
8.0
$3.65B
23%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$1.22B
7.54%
2.
Amazon.com Inc
:$788.58M
4.87%
3.
Alphabet Inc
:$571.29M
3.53%
4.
Alphabet Inc
:$507.38M
3.13%
5.
Walmart Inc
$192.85M
1.19%
6.
Thermo Fisher Scientific Inc
:$184.82M
1.14%
7.
Salesforce Inc
:$98.87M
0.61%
8.
RTX Corp
:$81.34M
0.5%
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.
Columbia Contrarian Core Fund - COLUMBIA FUNDS SERIES TRUST I COFYX
Environment
Social
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