Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Gabelli Asset Fund
FUND COVERAGE
# of holdings404
% of assets90%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR0.04%$698,900
- 2. GSK PLC ADR<0.01%$46,092
- 3. National Grid PLC<0.01%$32,806
- 4. Diageo PLC ADR1.07%$16.7M
- 5. Procter & Gamble Co0.09%$1.39M
- 6. Biogen Inc0.06%$891,760
- 7. Haleon PLC<0.01%$55,353
- 8. BP PLC ADR0.09%$1.44M
- 9. Orange SA ADR<0.01%$68,400
- 10. Danone SA0.33%$5.07M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.01%$163,035
- 2. FTAI Aviation Ltd0.23%$3.57M
- 3. Liberty Broadband Corp Registered Shs Series -C-0.21%$3.23M
- 4. Liberty Broadband Corp Registered Shs Series -A-0.13%$2.04M
- 5. BridgeBio Pharma Inc0.04%$647,850
- 6. U-Haul Holding Co0.05%$797,525
- 7. Heico Corp0.11%$1.64M
- 8. Roblox Corp Ordinary Shares - Class A<0.01%$61,757
- 9. Mueller Industries Inc0.42%$6.52M
- 10. Lennar Corp Class B0.01%$168,416
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Gabelli Asset Fund
Totals
Holdings
Assets
Weight
Prisons
14
$76.16M
4.88%
Prisons high risk
1
$70,957
<0.01%
Private prisons
0
$0
0%
Borders
16
$36.81M
2.36%
Borders high risk
7
$21.97M
1.41%
Total
25
$99.99M
6.41%
Holdings — 25 flagged holdings
1.
Berkshire Hathaway Inc Class A
$34.98M
2.24%
2.
Costco Wholesale Corp
$17.36M
1.11%
3.
Textron Inc
:$13.12M
0.84%
4.
The Kroger Co
$5.74M
0.37%
5.
Alphabet Inc Class C
:$5.59M
0.36%
6.
Microsoft Corp
:$5.24M
0.34%
7.
Northrop Grumman Corp
:$2.87M
0.18%
8.
Lockheed Martin Corp
:$2.25M
0.14%
9.
L3Harris Technologies Inc
:$2.14M
0.14%
10.
Archer-Daniels-Midland Co
$1.85M
0.12%
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.
Gabelli Asset Fund GATCX
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