Columbia Select Global Equity Fund

Shareclass
Columbia Select Global Equity Inst (CGEZX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Columbia Select Global Equity Fund

FUND COVERAGE
# of holdings40
% of assets92%
Score
56 / 100
Rank

53.2 percentile

Group: International Equity

Rank: #514 out of 1,095

Grade
C

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. Boston Scientific Corp
         % of fund invested: 0.57%
         $USD invested: $4.21M
  • 2. Pearson PLC
         % of fund invested: 1.04%
         $USD invested: $7.75M
  • 3. Schneider Electric SE
         % of fund invested: 2.13%
         $USD invested: $15.89M
  • 4. Mastercard Inc Class A
         % of fund invested: 5.24%
         $USD invested: $38.99M
  • 5. Experian PLC
         % of fund invested: 3.15%
         $USD invested: $23.47M
  • 6. Hilton Worldwide Holdings Inc
         % of fund invested: 0.98%
         $USD invested: $7.33M
  • 7. SAP SE
         % of fund invested: 1.37%
         $USD invested: $10.21M
  • 8. Microsoft Corp
         % of fund invested: 9.14%
         $USD invested: $68.06M
  • 9. Munchener Ruckversicherungs-Gesellschaft AG
         % of fund invested: 1.39%
         $USD invested: $10.36M
  • 10. GE Aerospace
         % of fund invested: 0.54%
         $USD invested: $4.04M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Keyence Corp
         % of fund invested: 1.94%
         $USD invested: $14.46M
  • 2. Hitachi Ltd
         % of fund invested: 0.98%
         $USD invested: $7.3M
  • 3. Broadcom Inc
         % of fund invested: 0.53%
         $USD invested: $3.96M
  • 4. Waste Connections Inc
         % of fund invested: 0.98%
         $USD invested: $7.31M
  • 5. Howmet Aerospace Inc
         % of fund invested: 4.59%
         $USD invested: $34.15M
  • 6. MercadoLibre Inc
         % of fund invested: 0.86%
         $USD invested: $6.41M
  • 7. Western Digital Corp
         % of fund invested: 1.67%
         $USD invested: $12.45M
  • 8. Linde PLC
         % of fund invested: 3.86%
         $USD invested: $28.72M
  • 9. Intercontinental Exchange Inc
         % of fund invested: 1.55%
         $USD invested: $11.53M
  • 10. Smurfit WestRock PLC
         % of fund invested: 1.27%
         $USD invested: $9.46M

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 Select Global Equity Fund

Totals

Holdings
Assets
Weight
Prisons
5
$157.41M
21%
     Prisons high risk
1
$5.99M
0.8%
     Private prisons
0
$0
0%
Borders
6
$162.87M
22%
     Borders high risk
1
$5.99M
0.8%
Total
7
$185.67M
25%
Full fund results

Holdings — 7 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$68.06M
9.14%
Prisons
Borders :
$68.06M
9.14%
2.
Amazon.com Inc
Prisons
Borders
$32.05M
4.31%
Prisons
Borders :
$32.05M
4.31%
3.
Alphabet Inc Class A
Prisons
Borders
$28.5M
3.83%
Prisons
Borders :
$28.5M
3.83%
4.
Walmart Inc
Prisons
$22.8M
3.06%
Prisons
$22.8M
3.06%
5.
RELX PLC
Borders
$14.89M
2%
Borders :
$14.89M
2%
6.
Thermo Fisher Scientific Inc
Borders
$13.38M
1.8%
Borders :
$13.38M
1.8%
7.
Motorola Solutions Inc
Prisons
Borders
$5.99M
0.8%
Prisons
Borders :
$5.99M
0.8%
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