Gabelli Growth Fund

Shareclass
Gabelli Growth I (GGCIX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Gabelli Growth Fund

FUND COVERAGE
# of holdings35
% of assets96%
Score
55 / 100
Rank

74.3 percentile

Group: U.S. Large Cap Equity

Rank: #377 out of 1,462

Grade
B

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Boston Scientific Corp
         % of fund invested: 1.45%
         $USD invested: $18.56M
  • 2. Mastercard Inc Class A
         % of fund invested: 2.66%
         $USD invested: $34.11M
  • 3. Microsoft Corp
         % of fund invested: 13%
         $USD invested: $166.44M
  • 4. Trane Technologies PLC Class A
         % of fund invested: 1.34%
         $USD invested: $17.15M
  • 5. GE Aerospace
         % of fund invested: 2.83%
         $USD invested: $36.29M
  • 6. Intuit Inc
         % of fund invested: 0.96%
         $USD invested: $12.29M
  • 7. ServiceNow Inc
         % of fund invested: 1.44%
         $USD invested: $18.51M
  • 8. Stryker Corp
         % of fund invested: 1.6%
         $USD invested: $20.57M
  • 9. Meta Platforms Inc Class A
         % of fund invested: 5.65%
         $USD invested: $72.41M
  • 10. Visa Inc Class A
         % of fund invested: 2.74%
         $USD invested: $35.19M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. CrowdStrike Holdings Inc Class A
         % of fund invested: 1.28%
         $USD invested: $16.4M
  • 2. O'Reilly Automotive Inc
         % of fund invested: 1.05%
         $USD invested: $13.52M
  • 3. Broadcom Inc
         % of fund invested: 3.72%
         $USD invested: $47.69M
  • 4. Cadence Design Systems Inc
         % of fund invested: 0.75%
         $USD invested: $9.61M
  • 5. Howmet Aerospace Inc
         % of fund invested: 0.24%
         $USD invested: $3.07M
  • 6. KKR & Co Inc Ordinary Shares
         % of fund invested: 1.61%
         $USD invested: $20.62M
  • 7. Applied Materials Inc
         % of fund invested: 0.5%
         $USD invested: $6.41M
  • 8. Costco Wholesale Corp
         % of fund invested: 1.24%
         $USD invested: $15.84M
  • 9. Arthur J. Gallagher & Co
         % of fund invested: 0.37%
         $USD invested: $4.8M
  • 10. Chipotle Mexican Grill Inc
         % of fund invested: 1.31%
         $USD invested: $16.85M

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 Gabelli Growth Fund

Totals

Holdings
Assets
Weight
Prisons
5
$357.6M
28%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$341.76M
27%
     Borders high risk
0
$0
0%
Total
5
$357.6M
28%
Full fund results

Holdings — 5 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$166.44M
13%
Prisons
Borders :
$166.44M
13%
2.
Amazon.com Inc
Prisons
Borders
$99.17M
7.73%
Prisons
Borders :
$99.17M
7.73%
3.
Alphabet Inc Class A
Prisons
Borders
$45.93M
3.58%
Prisons
Borders :
$45.93M
3.58%
4.
Alphabet Inc Class C
Prisons
Borders
$30.23M
2.36%
Prisons
Borders :
$30.23M
2.36%
5.
Costco Wholesale Corp
Prisons
$15.84M
1.24%
Prisons
$15.84M
1.24%
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