Columbia Disciplined Core Fund
Shareclass
Columbia Disciplined Core C (RDCEX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Columbia Disciplined Core Fund
FUND COVERAGE
# of holdings81
% of assets99%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. Citigroup Inc2.1%$106.82M
- 2. JPMorgan Chase & Co0.84%$42.81M
- 3. Ralph Lauren Corp Class A1.49%$75.8M
- 4. Expedia Group Inc0.14%$7.24M
- 5. Edison International0.51%$25.9M
- 6. Uber Technologies Inc0.41%$20.83M
- 7. Colgate-Palmolive Co0.76%$38.41M
- 8. Exelon Corp0.61%$31.13M
- 9. Bristol-Myers Squibb Co1.75%$89.19M
- 10. Altria Group Inc1.93%$97.87M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Palantir Technologies Inc Ordinary Shares - Class A0.81%$41.08M
- 2. Align Technology Inc0.1%$5.03M
- 3. CF Industries Holdings Inc1.33%$67.83M
- 4. Qorvo Inc0.14%$7.23M
- 5. Broadcom Inc1.15%$58.24M
- 6. Snap-on Inc1.31%$66.54M
- 7. Fortinet Inc0.31%$15.6M
- 8. Masco Corp0.18%$9.15M
- 9. Booking Holdings Inc1.97%$100.2M
- 10. Qualcomm Inc1.88%$95.61M
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 Disciplined Core Fund
Totals
Holdings
Assets
Weight
Prisons
4
$785.11M
15%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$900.1M
18%
Borders high risk
2
$59.73M
1.18%
Total
7
$933.6M
18%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class A
:$304.2M
5.99%
2.
Microsoft Corp
:$273.53M
5.38%
3.
Amazon.com Inc
:$173.89M
3.42%
4.
Salesforce Inc
:$88.75M
1.75%
5.
Palantir Technologies Inc Ordinary Shares - Class A
:$41.08M
0.81%
6.
Target Corp
$33.5M
0.66%
7.
General Dynamics Corp
:$18.65M
0.37%
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 Disciplined Core Fund RDCEX
Environment
Social
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