Gabelli Utilities Fund

Shareclass
Gabelli Utilities C (GUXPX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Gabelli Utilities Fund

FUND COVERAGE
# of holdings153
% of assets93%
Score
52 / 100
Rank

61.6 percentile

Group: Sector Equity

Rank: #333 out of 865

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

7 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 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. Enagas SA
         % of fund invested: 0.04%
         $USD invested: $581,080
  • 2. National Grid PLC
         % of fund invested: 0.17%
         $USD invested: $2.67M
  • 3. National Grid PLC ADR
         % of fund invested: 0.15%
         $USD invested: $2.4M
  • 4. Iberdrola SA
         % of fund invested: 0.27%
         $USD invested: $4.13M
  • 5. BP PLC ADR
         % of fund invested: 0.03%
         $USD invested: $479,040
  • 6. Enel SpA
         % of fund invested: 0.18%
         $USD invested: $2.75M
  • 7. Redeia Corporacion SA
         % of fund invested: 0.43%
         $USD invested: $6.74M
  • 8. United Utilities Group PLC ADR
         % of fund invested: 0.11%
         $USD invested: $1.7M
  • 9. Vodafone Group PLC ADR
         % of fund invested: 0.05%
         $USD invested: $794,915
  • 10. Severn Trent PLC
         % of fund invested: 0.98%
         $USD invested: $15.24M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. EchoStar Corp Class A
         % of fund invested: 0.04%
         $USD invested: $692,750
  • 2. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.04%
         $USD invested: $649,374
  • 3. Liberty Broadband Corp Registered Shs Series -A-
         % of fund invested: <0.01%
         $USD invested: $19,566
  • 4. Altice USA Inc Class A
         % of fund invested: <0.01%
         $USD invested: $6,450
  • 5. Mueller Industries Inc
         % of fund invested: 0.78%
         $USD invested: $12.08M
  • 6. Chesapeake Utilities Corp
         % of fund invested: 0.23%
         $USD invested: $3.61M
  • 7. Shikoku Electric Power Co Inc
         % of fund invested: 0.02%
         $USD invested: $243,459
  • 8. Flowserve Corp
         % of fund invested: 0.27%
         $USD invested: $4.26M
  • 9. GATX Corp
         % of fund invested: 1.08%
         $USD invested: $16.74M
  • 10. Charter Communications Inc Class A
         % of fund invested: 0.33%
         $USD invested: $5.19M

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 Utilities Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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