Gabelli Equity Income Fund
Shareclass
Gabelli Equity Income C (GEICX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Gabelli Equity Income Fund
FUND COVERAGE
# of holdings182
% 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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. GSK PLC ADR0.05%$228,923
- 2. Diageo PLC ADR1.12%$4.99M
- 3. Iberdrola SA ADR0.01%$61,592
- 4. Novartis AG ADR0.27%$1.21M
- 5. BNP Paribas Act. Cat.A0.22%$989,023
- 6. Haleon PLC ADR<0.01%$41,520
- 7. Orange SA ADR0.05%$212,800
- 8. Danone SA0.46%$2.04M
- 9. Bank of America Corp0.09%$416,504
- 10. BT Group PLC0.03%$146,823
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp Class A<0.01%$33,252
- 2. Mueller Industries Inc1.94%$8.64M
- 3. Madison Square Garden Sports Corp Class A0.21%$919,424
- 4. PACCAR Inc0.31%$1.38M
- 5. Rollins Inc0.1%$434,511
- 6. Boston Beer Co Inc Class A0.03%$152,656
- 7. NewMarket Corp0.28%$1.24M
- 8. Flowserve Corp1.57%$7.02M
- 9. GATX Corp2.85%$12.73M
- 10. ITO EN Ltd0.67%$3M
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 Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
4
$17.84M
4%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$20.06M
4.5%
Borders high risk
2
$8.72M
1.95%
Total
6
$26.56M
5.96%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$11.34M
2.54%
2.
Textron Inc
:$7.79M
1.75%
3.
Costco Wholesale Corp
$4.95M
1.11%
4.
Archer-Daniels-Midland Co
$1.29M
0.29%
5.
Lockheed Martin Corp
:$926,300
0.21%
6.
Walmart Inc
$264,033
0.06%
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 Equity Income Fund GEICX
Environment
Social
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