Columbia Contrarian Core Fund

Shareclass
Columbia Contrarian Core Inst3 (COFYX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Columbia Contrarian Core Fund

FUND COVERAGE
# of holdings77
% of assets99%
Score
57 / 100
Rank

93.4 percentile

Group: U.S. Large Cap Equity

Rank: #97 out of 1,462

Grade
A

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: 0.41%
         $USD invested: $63.93M
  • 2. Procter & Gamble Co
         % of fund invested: 1.05%
         $USD invested: $162.83M
  • 3. Boston Scientific Corp
         % of fund invested: 0.81%
         $USD invested: $125.88M
  • 4. Bank of America Corp
         % of fund invested: 2.1%
         $USD invested: $327.31M
  • 5. Mastercard Inc Class A
         % of fund invested: 0.99%
         $USD invested: $154.15M
  • 6. JPMorgan Chase & Co
         % of fund invested: 2.37%
         $USD invested: $368.32M
  • 7. Wells Fargo & Co
         % of fund invested: 1.46%
         $USD invested: $227.3M
  • 8. Coty Inc Class A
         % of fund invested: 0.03%
         $USD invested: $5.22M
  • 9. Uber Technologies Inc
         % of fund invested: 1.42%
         $USD invested: $221.48M
  • 10. Vertex Pharmaceuticals Inc
         % of fund invested: 1.16%
         $USD invested: $180.01M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Microchip Technology Inc
         % of fund invested: 0.26%
         $USD invested: $40.42M
  • 2. Broadcom Inc
         % of fund invested: 2.23%
         $USD invested: $347.62M
  • 3. Marvell Technology Inc
         % of fund invested: 0.22%
         $USD invested: $34.43M
  • 4. Charles Schwab Corp
         % of fund invested: 1.19%
         $USD invested: $185.43M
  • 5. Take-Two Interactive Software Inc
         % of fund invested: 0.62%
         $USD invested: $97.02M
  • 6. Synopsys Inc
         % of fund invested: 1.04%
         $USD invested: $162.33M
  • 7. Applied Materials Inc
         % of fund invested: 0.74%
         $USD invested: $114.75M
  • 8. Parker Hannifin Corp
         % of fund invested: 0.48%
         $USD invested: $74.14M
  • 9. ON Semiconductor Corp
         % of fund invested: 0.49%
         $USD invested: $75.71M
  • 10. MongoDB Inc Class A
         % of fund invested: 0.41%
         $USD invested: $64.03M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Columbia Contrarian Core Fund

Totals

Holdings
Assets
Weight
Prisons
5
$2.94B
19%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
6
$3.09B
20%
     Borders high risk
1
$162.77M
1.05%
Total
7
$3.26B
21%
Full fund results

Holdings — 7 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.26B
8.08%
Prisons
Borders :
$1.26B
8.08%
2.
Amazon.com Inc
Prisons
Borders
$738.23M
4.74%
Prisons
Borders :
$738.23M
4.74%
3.
Alphabet Inc Class A
Prisons
Borders
$409.81M
2.63%
Prisons
Borders :
$409.81M
2.63%
4.
Alphabet Inc Class C
Prisons
Borders
$366.08M
2.35%
Prisons
Borders :
$366.08M
2.35%
5.
Walmart Inc
Prisons
$169.24M
1.09%
Prisons
$169.24M
1.09%
6.
RTX Corp
Borders
$162.77M
1.05%
Borders :
$162.77M
1.05%
7.
Thermo Fisher Scientific Inc
Borders
$154.13M
0.99%
Borders :
$154.13M
0.99%
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