Gabelli Pet Parents'™ Fund

Shareclass
Gabelli Pet Parents'™ (PETZX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Gabelli Pet Parents'™ Fund

FUND COVERAGE
# of holdings15
% of assets62%
Score
48 / 100
Rank

24.9 percentile

Group: Sector Equity

Rank: #651 out of 865

Grade
D

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

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Colgate-Palmolive Co
         % of fund invested: 1.25%
         $USD invested: $45,455
  • 2. Nestle SA
         % of fund invested: 2.04%
         $USD invested: $74,520
  • 3. Zoetis Inc Class A
         % of fund invested: 8.56%
         $USD invested: $311,920
  • 4. Clorox Co
         % of fund invested: 1.65%
         $USD invested: $60,040
  • 5. Virbac SA
         % of fund invested: 2.58%
         $USD invested: $94,091
  • 6. Elanco Animal Health Inc
         % of fund invested: 4.7%
         $USD invested: $171,480
  • 7. CVS Health Corp
         % of fund invested: 2.37%
         $USD invested: $86,237
  • 8. Church & Dwight Co Inc
         % of fund invested: 1.32%
         $USD invested: $48,060
  • 9. Amazon.com Inc
         % of fund invested: 4.51%
         $USD invested: $164,550
  • 10. Freshpet Inc
         % of fund invested: 5.41%
         $USD invested: $197,113
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Chewy Inc
         % of fund invested: 9.36%
         $USD invested: $341,040
  • 2. Spectrum Brands Holdings Inc
         % of fund invested: 2.18%
         $USD invested: $79,515
  • 3. Trupanion Inc
         % of fund invested: 6.83%
         $USD invested: $249,120
  • 4. IDEXX Laboratories Inc
         % of fund invested: 7.36%
         $USD invested: $268,175
  • 5. Tractor Supply Co
         % of fund invested: 2.17%
         $USD invested: $79,170
  • 6. Freshpet Inc
         % of fund invested: 5.41%
         $USD invested: $197,113
  • 7. Amazon.com Inc
         % of fund invested: 4.51%
         $USD invested: $164,550
  • 8. Church & Dwight Co Inc
         % of fund invested: 1.32%
         $USD invested: $48,060
  • 9. Elanco Animal Health Inc
         % of fund invested: 4.7%
         $USD invested: $171,480
  • 10. CVS Health Corp
         % of fund invested: 2.37%
         $USD invested: $86,237

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 Pet Parents'™ Fund

Totals

Holdings
Assets
Weight
Prisons
1
$164,550
4.51%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
1
$164,550
4.51%
     Borders high risk
0
$0
0%
Total
1
$164,550
4.51%
Full fund results

Holdings — 1 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$164,550
4.51%
Prisons
Borders :
$164,550
4.51%
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