Columbia Real Estate Equity Fund
Shareclass
Columbia Real Estate Equity A (CREAX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 395 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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 Real Estate Equity Fund CREAX
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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. Welltower Inc8.35% of assets$14.13M invested
- 2. VICI Properties Inc Ordinary Shares0.47% of assets$799,254 invested
- 3. Ventas Inc1.85% of assets$3.14M invested
- 4. Omega Healthcare Investors Inc0.84% of assets$1.43M invested
- 5. Sabra Health Care REIT Inc0.37% of assets$632,841 invested
- 6. Essex Property Trust Inc2.85% of assets$4.83M invested
- 7. AvalonBay Communities Inc2.16% of assets$3.65M invested
- 8. Equinix Inc8.18% of assets$13.85M invested
- 9. Healthcare Realty Trust Inc0.52% of assets$887,334 invested
- 10. EPR Properties0.34% of assets$578,463 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. Stag Industrial Inc0.57% of assets$960,666 invested
- 2. Lamar Advertising Co Class A1.01% of assets$1.7M invested
- 3. American Healthcare REIT Inc Ordinary Shares0.38% of assets$643,464 invested
- 4. COPT Defense Properties0.3% of assets$502,758 invested
- 5. Apple Hospitality REIT Inc0.29% of assets$487,249 invested
- 6. Urban Edge Properties0.21% of assets$350,200 invested
- 7. National Health Investors Inc0.3% of assets$501,690 invested
- 8. Americold Realty Trust Inc0.71% of assets$1.19M invested
- 9. Outfront Media Inc0.29% of assets$498,182 invested
- 10. Innovative Industrial Properties Inc0.19% of assets$323,775 invested
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Financial performance
Performance data provided by
Find more financial data on CREAX at Morningstar.com
Find more financial data on CREAX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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