Columbia Large Cap Growth Opportunity Fund

Shareclass
Columbia Large Cap Growth Opp A (NFEAX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Columbia Large Cap Growth Opportunity Fund

FUND COVERAGE
# of holdings38
% of assets99%
Score
55 / 100
Rank

62.4 percentile

Group: U.S. Large Cap Equity

Rank: #550 out of 1,462

Grade
B

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

26 / 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. Procter & Gamble Co
         % of fund invested: 0.72%
         $USD invested: $9.52M
  • 2. Bank of America Corp
         % of fund invested: 1.26%
         $USD invested: $16.66M
  • 3. Hilton Worldwide Holdings Inc
         % of fund invested: 1.05%
         $USD invested: $13.98M
  • 4. Expedia Group Inc
         % of fund invested: 1.16%
         $USD invested: $15.34M
  • 5. Uber Technologies Inc
         % of fund invested: 1.94%
         $USD invested: $25.73M
  • 6. The Goldman Sachs Group Inc
         % of fund invested: 1.38%
         $USD invested: $18.23M
  • 7. Vertex Pharmaceuticals Inc
         % of fund invested: 0.69%
         $USD invested: $9.15M
  • 8. Microsoft Corp
         % of fund invested: 13%
         $USD invested: $176.85M
  • 9. GitLab Inc Class A
         % of fund invested: 0.55%
         $USD invested: $7.31M
  • 10. Atlassian Corp Class A
         % of fund invested: 0.94%
         $USD invested: $12.52M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 0.81%
         $USD invested: $10.75M
  • 2. Cintas Corp
         % of fund invested: 1.21%
         $USD invested: $15.99M
  • 3. CrowdStrike Holdings Inc Class A
         % of fund invested: 1.63%
         $USD invested: $21.63M
  • 4. Merus NV
         % of fund invested: 0.76%
         $USD invested: $10.03M
  • 5. Broadcom Inc
         % of fund invested: 5.61%
         $USD invested: $74.38M
  • 6. Synopsys Inc
         % of fund invested: 1.22%
         $USD invested: $16.17M
  • 7. Costco Wholesale Corp
         % of fund invested: 2.1%
         $USD invested: $27.83M
  • 8. Datadog Inc Class A
         % of fund invested: 1.21%
         $USD invested: $16.05M
  • 9. Insmed Inc
         % of fund invested: 0.75%
         $USD invested: $9.93M
  • 10. Royal Caribbean Group
         % of fund invested: 1.25%
         $USD invested: $16.6M

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 Large Cap Growth Opportunity Fund

Totals

Holdings
Assets
Weight
Prisons
4
$384.55M
29%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
3
$356.72M
27%
     Borders high risk
0
$0
0%
Total
4
$384.55M
29%
Full fund results

Holdings — 4 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$176.85M
13%
Prisons
Borders :
$176.85M
13%
2.
Amazon.com Inc
Prisons
Borders
$92.15M
6.95%
Prisons
Borders :
$92.15M
6.95%
3.
Alphabet Inc Class A
Prisons
Borders
$87.72M
6.62%
Prisons
Borders :
$87.72M
6.62%
4.
Costco Wholesale Corp
Prisons
$27.83M
2.1%
Prisons
$27.83M
2.1%
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