Columbia Dividend Income Fund
Shareclass
Columbia Dividend Income Inst2 (CDDRX)
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 Dividend Income Fund
FUND COVERAGE
# of holdings81
% 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
29 / 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. Procter & Gamble Co2.01%$913.39M
- 2. Bank of America Corp2.16%$985.28M
- 3. Welltower Inc0.33%$149.04M
- 4. Mondelez International Inc Class A1.01%$461.93M
- 5. JPMorgan Chase & Co4.55%$2.07B
- 6. Wells Fargo & Co1.66%$758.3M
- 7. Accenture PLC Class A0.89%$404.75M
- 8. PepsiCo Inc0.54%$248.03M
- 9. Johnson & Johnson3.15%$1.43B
- 10. Northrop Grumman Corp1.31%$595.76M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Blackstone Inc0.5%$228.12M
- 2. NextEra Energy Inc0.48%$219.71M
- 3. Broadcom Inc2.16%$984.08M
- 4. CSX Corp0.71%$325.58M
- 5. Parker Hannifin Corp1.9%$865.28M
- 6. Qualcomm Inc0.45%$205.72M
- 7. Valero Energy Corp0.84%$384.08M
- 8. Packaging Corp of America0.54%$248.19M
- 9. Illinois Tool Works Inc0.92%$420.84M
- 10. The Home Depot Inc1.81%$825.25M
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 Dividend Income Fund
Totals
Holdings
Assets
Weight
Prisons
4
$4.07B
8.93%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$4.67B
10%
Borders high risk
2
$1.19B
2.62%
Total
8
$6.48B
14%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$1.49B
3.27%
2.
Walmart Inc
$1.08B
2.38%
3.
AT&T Inc
:$811.39M
1.78%
4.
Alphabet Inc Class A
:$778.04M
1.71%
5.
McDonald's Corp
$718.5M
1.58%
6.
General Dynamics Corp
:$595.87M
1.31%
7.
Northrop Grumman Corp
:$595.76M
1.31%
8.
Accenture PLC Class A
:$404.75M
0.89%
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 Dividend Income Fund CDDRX
Environment
Social
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