Columbia Overseas Value Fund - COLUMBIA FUNDS SERIES TRUST

Shareclass
Columbia Overseas Value Fund Columbia Overseas Value Fund Institutional 3 Class (COSYX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Columbia Overseas Value Fund - COLUMBIA FUNDS SERIES TRUST

FUND COVERAGE
# of holdings74
% of assets83%
Score
53 / 100
Rank

30.3 percentile

Group: International Equity

Rank: #726 out of 1,040

Grade
D

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

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

12 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 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. AstraZeneca PLC
         % of fund invested: 0.87%
         $USD invested: $49.82M
  • 2. Sanofi SA
         % of fund invested: 1.77%
         $USD invested: $101.8M
  • 3. BNP Paribas SA
         % of fund invested: 0.88%
         $USD invested: $50.64M
  • 4. AXA SA
         % of fund invested: 1.65%
         $USD invested: $94.72M
  • 5. Vodafone Group PLC
         % of fund invested: 0.72%
         $USD invested: $41.39M
  • 6. DNB Bank ASA
         % of fund invested: 1.35%
         $USD invested: $77.64M
  • 7. HSBC Holdings PLC
         % of fund invested: 0.8%
         $USD invested: $46.1M
  • 8. Shell PLC
         % of fund invested: 3.14%
         $USD invested: $179.99M
  • 9. Cie de Saint-Gobain SA
         % of fund invested: 0.27%
         $USD invested: $15.74M
  • 10. Endesa SA
         % of fund invested: 0.92%
         $USD invested: $53.08M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Kinden Corp
         % of fund invested: 0.78%
         $USD invested: $44.96M
  • 2. Primo Brands Corp
         % of fund invested: 0.8%
         $USD invested: $45.64M
  • 3. Shimamura Co Ltd
         % of fund invested: 1.33%
         $USD invested: $76.61M
  • 4. Sankyo Co Ltd
         % of fund invested: 1.51%
         $USD invested: $86.48M
  • 5. Burford Capital Ltd
         % of fund invested: 0.57%
         $USD invested: $32.65M
  • 6. NexGen Energy Ltd
         % of fund invested: 0.54%
         $USD invested: $31.08M
  • 7. Nippon Television Holdings Inc
         % of fund invested: 1.1%
         $USD invested: $62.95M
  • 8. Daiwabo Holdings Co Ltd
         % of fund invested: 1.04%
         $USD invested: $59.87M
  • 9. WH Group Ltd
         % of fund invested: 1.42%
         $USD invested: $81.73M
  • 10. Macnica Holdings Inc
         % of fund invested: 0.81%
         $USD invested: $46.37M

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 Overseas Value Fund - COLUMBIA FUNDS SERIES TRUST

Totals

Holdings
Assets
Weight
Prisons
1.0
$46.1M
0.8%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$46.1M
0.8%
     Borders high risk
0.0
$0
0%
Total
1.0
$46.1M
0.8%
Full fund results

Holdings — 1 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$46.1M
0.8%
Prisons
Borders :
$46.1M
0.8%
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