Columbia Dividend Opportunity Fund - Columbia Threadneedle
Shareclass
Columbia Dividend Opportunity Fund Columbia Dividend Opportunity Fund Institutional Class (CDOZX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 281 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Dividend Opportunity Fund - Columbia Threadneedle CDOZX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co/The1.37% of assets$30.25M invested
- 2. Bank of America Corp2.17% of assets$48M invested
- 3. Welltower Inc0.38% of assets$8.41M invested
- 4. Citigroup Inc1.75% of assets$38.73M invested
- 5. Philip Morris International Inc2.14% of assets$47.23M invested
- 6. JPMorgan Chase & Co3.45% of assets$76.14M invested
- 7. Wells Fargo & Co1.51% of assets$33.4M invested
- 8. Ford Motor Co0.89% of assets$19.66M invested
- 9. PepsiCo Inc1.75% of assets$38.6M invested
- 10. Johnson & Johnson2.72% of assets$60.11M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. PACCAR Inc0.9% of assets$19.89M invested
- 2. Blackstone Inc0.69% of assets$15.17M invested
- 3. American Financial Group Inc/OH1.06% of assets$23.34M invested
- 4. Starwood Property Trust Inc1.11% of assets$24.55M invested
- 5. Invesco Ltd0.87% of assets$19.25M invested
- 6. UGI Corp1.16% of assets$25.68M invested
- 7. Microchip Technology Inc0.36% of assets$7.94M invested
- 8. Genuine Parts Co1.25% of assets$27.54M invested
- 9. NextEra Energy Inc0.45% of assets$9.88M invested
- 10. Broadcom Inc1.02% of assets$22.4M invested
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