Columbia Overseas Value Fund
Shareclass
Columbia Overseas Value Inst3 (COSYX)
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 Overseas Value Fund
FUND COVERAGE
# of holdings78
% of assets63%
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
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR1.05%$77.45M
- 2. Sanofi SA0.77%$56.49M
- 3. Novartis AG Registered Shares0.68%$50.29M
- 4. BNP Paribas Act. Cat.A1.11%$81.55M
- 5. BP PLC0.82%$60.18M
- 6. WPP PLC0.28%$20.78M
- 7. BT Group PLC0.21%$15.71M
- 8. AXA SA1.23%$90.46M
- 9. Vodafone Group PLC0.52%$38.24M
- 10. DNB Bank ASA0.64%$46.9M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Kinden Corp0.56%$41.4M
- 2. Shimamura Co Ltd0.96%$70.7M
- 3. Sankyo Co Ltd1.17%$85.88M
- 4. Nippon Television Holdings Inc0.88%$64.79M
- 5. Daiwabo Holdings Co Ltd0.82%$60.57M
- 6. WH Group Ltd Shs Unitary 144A/Reg S1.14%$83.6M
- 7. Macnica Holdings Inc0.58%$42.7M
- 8. Subaru Corp0.98%$72.34M
- 9. Medipal Holdings Corp0.6%$43.99M
- 10. Sumitomo Corp1.01%$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 surveyEXCLUSION 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%
Holdings — 1 flagged holdings
1.
HSBC Holdings PLC
:$39.69M
0.54%
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 Overseas Value Fund COSYX
Environment
Social
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