Column Mid Cap Fund

Shareclass
Column Mid Cap (CFMCX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Column Mid Cap Fund

FUND COVERAGE
# of holdings682
% of assets96%
Score
46 / 100
Rank

73.9 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #284 out of 1,085

Grade
B

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

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 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. International Flavors & Fragrances Inc
         % of fund invested: 0.03%
         $USD invested: $333,301
  • 2. Publicis Groupe SA
         % of fund invested: 0.08%
         $USD invested: $843,056
  • 3. Sodexo
         % of fund invested: 0.09%
         $USD invested: $885,409
  • 4. Biogen Inc
         % of fund invested: 0.02%
         $USD invested: $202,416
  • 5. Marriott International Inc Class A
         % of fund invested: 0.07%
         $USD invested: $676,623
  • 6. The Interpublic Group of Companies Inc
         % of fund invested: 0.02%
         $USD invested: $238,658
  • 7. Mondelez International Inc Class A
         % of fund invested: 0.08%
         $USD invested: $795,118
  • 8. Pernod Ricard SA
         % of fund invested: 0.13%
         $USD invested: $1.35M
  • 9. Hologic Inc
         % of fund invested: 0.18%
         $USD invested: $1.86M
  • 10. Willis Towers Watson PLC
         % of fund invested: 0.29%
         $USD invested: $2.93M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Red Rock Resorts Inc Class A
         % of fund invested: <0.01%
         $USD invested: $80,111
  • 2. TKO Group Holdings Inc
         % of fund invested: 0.16%
         $USD invested: $1.65M
  • 3. EchoStar Corp Class A
         % of fund invested: 0.02%
         $USD invested: $165,930
  • 4. FTAI Aviation Ltd
         % of fund invested: 0.03%
         $USD invested: $336,557
  • 5. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.02%
         $USD invested: $185,473
  • 6. Liberty Broadband Corp Registered Shs Series -A-
         % of fund invested: <0.01%
         $USD invested: $26,409
  • 7. GameStop Corp Class A
         % of fund invested: 0.02%
         $USD invested: $219,659
  • 8. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 0.01%
         $USD invested: $105,220
  • 9. Carvana Co Class A
         % of fund invested: 0.29%
         $USD invested: $2.91M
  • 10. Chewy Inc
         % of fund invested: 0.14%
         $USD invested: $1.38M

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 Column Mid Cap Fund

Totals

Holdings
Assets
Weight
Prisons
13
$10.44M
1.03%
     Prisons high risk
5
$6.65M
0.66%
     Private prisons
1
$885,409
0.09%
Borders
19
$40.39M
3.99%
     Borders high risk
13
$29.51M
2.91%
Total
24
$43.44M
4.29%
Full fund results

Holdings — 24 flagged holdings

1.
Teledyne Technologies Inc
Borders
$7.94M
0.78%
Borders :
$7.94M
0.78%
2.
Equifax Inc
Borders
$7.86M
0.78%
Borders :
$7.86M
0.78%
3.
Axon Enterprise Inc
Prisons
Borders
$4.35M
0.43%
Prisons
Borders :
$4.35M
0.43%
4.
L3Harris Technologies Inc
Borders
$3.22M
0.32%
Borders :
$3.22M
0.32%
5.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$2.72M
0.27%
Borders :
$2.72M
0.27%
6.
Textron Inc
Borders
$2.71M
0.27%
Borders :
$2.71M
0.27%
7.
General Dynamics Corp
Borders
$2.58M
0.25%
Borders :
$2.58M
0.25%
8.
The Carlyle Group Inc
Borders
$2.53M
0.25%
Borders :
$2.53M
0.25%
9.
Leidos Holdings Inc
Borders
$1.68M
0.17%
Borders :
$1.68M
0.17%
10.
CACI International Inc Class A
Borders
$1.39M
0.14%
Borders :
$1.39M
0.14%
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