Columbia Overseas Value Fund

Shareclass
Columbia Overseas Value Inst2 (COSSX)
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

FUND COVERAGE
# of holdings78
% of assets63%
Score
54 / 100
Rank

34.8 percentile

Group: International Equity

Rank: #715 out of 1,095

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

13 / 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 ADR
         % of fund invested: 1.05%
         $USD invested: $77.45M
  • 2. Sanofi SA
         % of fund invested: 0.77%
         $USD invested: $56.49M
  • 3. Novartis AG Registered Shares
         % of fund invested: 0.68%
         $USD invested: $50.29M
  • 4. BNP Paribas Act. Cat.A
         % of fund invested: 1.11%
         $USD invested: $81.55M
  • 5. BP PLC
         % of fund invested: 0.82%
         $USD invested: $60.18M
  • 6. WPP PLC
         % of fund invested: 0.28%
         $USD invested: $20.78M
  • 7. BT Group PLC
         % of fund invested: 0.21%
         $USD invested: $15.71M
  • 8. AXA SA
         % of fund invested: 1.23%
         $USD invested: $90.46M
  • 9. Vodafone Group PLC
         % of fund invested: 0.52%
         $USD invested: $38.24M
  • 10. DNB Bank ASA
         % of fund invested: 0.64%
         $USD invested: $46.9M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Kinden Corp
         % of fund invested: 0.56%
         $USD invested: $41.4M
  • 2. Shimamura Co Ltd
         % of fund invested: 0.96%
         $USD invested: $70.7M
  • 3. Sankyo Co Ltd
         % of fund invested: 1.17%
         $USD invested: $85.88M
  • 4. Nippon Television Holdings Inc
         % of fund invested: 0.88%
         $USD invested: $64.79M
  • 5. Daiwabo Holdings Co Ltd
         % of fund invested: 0.82%
         $USD invested: $60.57M
  • 6. WH Group Ltd Shs Unitary 144A/Reg S
         % of fund invested: 1.14%
         $USD invested: $83.6M
  • 7. Macnica Holdings Inc
         % of fund invested: 0.58%
         $USD invested: $42.7M
  • 8. Subaru Corp
         % of fund invested: 0.98%
         $USD invested: $72.34M
  • 9. Medipal Holdings Corp
         % of fund invested: 0.6%
         $USD invested: $43.99M
  • 10. Sumitomo Corp
         % of fund invested: 1.01%
         $USD invested: $74.34M

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

Totals

Holdings
Assets
Weight
Prisons
1
$39.69M
0.54%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$39.69M
0.54%
     Borders high risk
0
$0
0%
Total
1
$39.69M
0.54%
Full fund results

Holdings — 1 flagged holdings

1.
HSBC Holdings PLC
Prisons
Borders
$39.69M
0.54%
Prisons
Borders :
$39.69M
0.54%
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