Gabelli Small Cap Growth Fund

Shareclass
Gabelli Small Cap Growth C (GCCSX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Gabelli Small Cap Growth Fund

FUND COVERAGE
# of holdings209
% of assets73%
Score
39 / 100
Rank

30.0 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #760 out of 1,085

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

20 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 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. The Interpublic Group of Companies Inc
         % of fund invested: 0.08%
         $USD invested: $1.35M
  • 2. JM Smucker Co
         % of fund invested: 0.31%
         $USD invested: $5.4M
  • 3. ITV PLC
         % of fund invested: <0.01%
         $USD invested: $114,175
  • 4. Iveco Group NV Ordinary Shares
         % of fund invested: 0.57%
         $USD invested: $9.84M
  • 5. IDEX Corp
         % of fund invested: 0.31%
         $USD invested: $5.36M
  • 6. Huntington Bancshares Inc
         % of fund invested: 0.4%
         $USD invested: $6.88M
  • 7. Genting Singapore Ltd
         % of fund invested: 0.03%
         $USD invested: $429,246
  • 8. Republic Services Inc
         % of fund invested: 0.82%
         $USD invested: $14.06M
  • 9. Stryker Corp
         % of fund invested: 0.07%
         $USD invested: $1.19M
  • 10. NorthWestern Energy Group Inc
         % of fund invested: 0.06%
         $USD invested: $1.1M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: 0.08%
         $USD invested: $1.36M
  • 2. TKO Group Holdings Inc
         % of fund invested: 0.46%
         $USD invested: $7.88M
  • 3. EchoStar Corp Class A
         % of fund invested: 0.09%
         $USD invested: $1.58M
  • 4. OPKO Health Inc
         % of fund invested: 0.01%
         $USD invested: $226,100
  • 5. Liberty Broadband Corp Registered Shs Series -A-
         % of fund invested: 0.07%
         $USD invested: $1.27M
  • 6. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.06%
         $USD invested: $1.08M
  • 7. Kratos Defense & Security Solutions Inc
         % of fund invested: 0.02%
         $USD invested: $325,220
  • 8. Mueller Industries Inc
         % of fund invested: 3.47%
         $USD invested: $59.53M
  • 9. Lennar Corp Class B
         % of fund invested: 1.94%
         $USD invested: $33.31M
  • 10. Madison Square Garden Sports Corp Class A
         % of fund invested: 0.44%
         $USD invested: $7.63M

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 Small Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
1
$2.43M
0.14%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$29.05M
1.69%
     Borders high risk
1
$26.62M
1.55%
Total
2
$29.05M
1.69%
Full fund results

Holdings — 2 flagged holdings

1.
Textron Inc
Borders
$26.62M
1.55%
Borders :
$26.62M
1.55%
2.
Synovus Financial Corp
Prisons
Borders
$2.43M
0.14%
Prisons
Borders :
$2.43M
0.14%
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