Columbia Small Cap Growth Fund - COLUMBIA FUNDS SERIES TRUST I

Shareclass
Columbia Small Cap Growth Fund Columbia Small Cap Growth Fund Class A (CGOAX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Columbia Small Cap Growth Fund - COLUMBIA FUNDS SERIES TRUST I

FUND COVERAGE
# of holdings67
% of assets75%
Score
38 / 100
Rank

14.8 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #886 out of 1,038

Grade
F

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

19 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Charles River Laboratories International Inc
         % of fund invested: 1.3%
         $USD invested: $38.36M
  • 2. Lyft Inc
         % of fund invested: 0.9%
         $USD invested: $26.36M
  • 3. Parsons Corp
         % of fund invested: 1.26%
         $USD invested: $37.23M
  • 4. Glaukos Corp
         % of fund invested: 2.01%
         $USD invested: $59.3M
  • 5. Shake Shack Inc
         % of fund invested: 1.06%
         $USD invested: $31.06M
  • 6. AAON Inc
         % of fund invested: 2.11%
         $USD invested: $62.1M
  • 7. WESCO International Inc
         % of fund invested: 1.91%
         $USD invested: $56.19M
  • 8. XPO Inc
         % of fund invested: 1.03%
         $USD invested: $30.45M
  • 9. Lithia Motors Inc
         % of fund invested: 0.65%
         $USD invested: $19.09M
  • 10. Unity Software Inc
         % of fund invested: 1.18%
         $USD invested: $34.7M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Axos Financial Inc
         % of fund invested: 0.61%
         $USD invested: $17.88M
  • 2. RadNet Inc
         % of fund invested: 1.53%
         $USD invested: $44.96M
  • 3. RBC Bearings Inc
         % of fund invested: 2.96%
         $USD invested: $87.24M
  • 4. Nuvalent Inc
         % of fund invested: 0.95%
         $USD invested: $27.83M
  • 5. Bridgebio Pharma Inc
         % of fund invested: 0.74%
         $USD invested: $21.89M
  • 6. Kratos Defense & Security Solutions Inc
         % of fund invested: 1.36%
         $USD invested: $39.96M
  • 7. Riot Platforms Inc
         % of fund invested: 1.35%
         $USD invested: $39.79M
  • 8. Talen Energy Corp
         % of fund invested: 0.61%
         $USD invested: $18.03M
  • 9. Celsius Holdings Inc
         % of fund invested: 1.94%
         $USD invested: $57.22M
  • 10. Chemed Corp
         % of fund invested: 1.29%
         $USD invested: $37.97M

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 Small Cap Growth Fund - COLUMBIA FUNDS SERIES TRUST I

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$18.56M
0.63%
     Borders high risk
0.0
$0
0%
Total
1.0
$18.56M
0.63%
Full fund results

Holdings — 1 flagged holdings

1.
AeroVironment Inc
Borders
$18.56M
0.63%
Borders :
$18.56M
0.63%
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