Column Small Cap Select Fund

Shareclass
Column Small Cap Select (CFSSX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Column Small Cap Select Fund

FUND COVERAGE
# of holdings280
% of assets74%
Score
41 / 100
Rank

42.8 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #622 out of 1,085

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

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 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. Alcoa Corp
         % of fund invested: 0.07%
         $USD invested: $1.02M
  • 2. Charles River Laboratories International Inc
         % of fund invested: 0.12%
         $USD invested: $1.85M
  • 3. Novanta Inc
         % of fund invested: 0.03%
         $USD invested: $454,881
  • 4. Huntington Bancshares Inc
         % of fund invested: 0.43%
         $USD invested: $6.47M
  • 5. Portland General Electric Co
         % of fund invested: 0.33%
         $USD invested: $4.9M
  • 6. NorthWestern Energy Group Inc
         % of fund invested: 0.97%
         $USD invested: $14.5M
  • 7. Vistra Corp
         % of fund invested: 0.18%
         $USD invested: $2.76M
  • 8. PVH Corp
         % of fund invested: 0.21%
         $USD invested: $3.07M
  • 9. AptarGroup Inc
         % of fund invested: 0.09%
         $USD invested: $1.31M
  • 10. Criteo SA ADR
         % of fund invested: 0.34%
         $USD invested: $5.12M
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: 0.19%
         $USD invested: $2.79M
  • 2. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: 0.13%
         $USD invested: $1.9M
  • 3. Construction Partners Inc Class A
         % of fund invested: 0.25%
         $USD invested: $3.69M
  • 4. Core Scientific Inc Ordinary Shares - New
         % of fund invested: 0.15%
         $USD invested: $2.29M
  • 5. Astera Labs Inc
         % of fund invested: 0.35%
         $USD invested: $5.26M
  • 6. FTAI Aviation Ltd
         % of fund invested: 0.25%
         $USD invested: $3.72M
  • 7. RBC Bearings Inc
         % of fund invested: 0.13%
         $USD invested: $1.98M
  • 8. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 0.64%
         $USD invested: $9.6M
  • 9. Nuvalent Inc Class A
         % of fund invested: 0.07%
         $USD invested: $1.02M
  • 10. BridgeBio Pharma Inc
         % of fund invested: 0.25%
         $USD invested: $3.73M

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 Small Cap Select Fund

Totals

Holdings
Assets
Weight
Prisons
2
$5.94M
0.4%
     Prisons high risk
1
$3.75M
0.25%
     Private prisons
0
$0
0%
Borders
5
$25.08M
1.67%
     Borders high risk
3
$13.96M
0.93%
Total
6
$27.27M
1.82%
Full fund results

Holdings — 6 flagged holdings

1.
KBR Inc
Borders
$7.34M
0.49%
Borders :
$7.34M
0.49%
2.
OSI Systems Inc
Borders
$6.88M
0.46%
Borders :
$6.88M
0.46%
3.
AeroVironment Inc
Borders
$4.25M
0.28%
Borders :
$4.25M
0.28%
4.
Axon Enterprise Inc
Prisons
Borders
$3.75M
0.25%
Prisons
Borders :
$3.75M
0.25%
5.
Teledyne Technologies Inc
Borders
$2.86M
0.19%
Borders :
$2.86M
0.19%
6.
Acadia Healthcare Co Inc
Prisons
$2.19M
0.15%
Prisons
$2.19M
0.15%
More from Invest Your Values
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