Keeley Gabelli Small Cap Dividend Fund
Shareclass
Keeley Gabelli Small Cap Dividend A (KSDVX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Keeley Gabelli Small Cap Dividend Fund
FUND COVERAGE
# of holdings43
% of assets62%
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
18 / 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
Top 10 holdings by Gender Equality score
- 1. Black Hills Corp1.2%$3.33M
- 2. Algonquin Power & Utilities Corp1.54%$4.26M
- 3. Olin Corp0.68%$1.88M
- 4. TechnipFMC PLC1.84%$5.11M
- 5. Alight Inc Class A0.87%$2.41M
- 6. Progress Software Corp0.77%$2.15M
- 7. Chord Energy Corp Ordinary Shares - New0.85%$2.36M
- 8. Synovus Financial Corp1.64%$4.54M
- 9. MDU Resources Group Inc1.15%$3.19M
- 10. Perrigo Co PLC1.48%$4.1M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Virtu Financial Inc Class A1.56%$4.33M
- 2. Concentra Group Holdings Parent Inc1.27%$3.51M
- 3. Primo Brands Corp Ordinary Shares - Class A0.97%$2.68M
- 4. NCR Atleos Corp1.57%$4.34M
- 5. Chemed Corp0.72%$2.01M
- 6. Crane NXT Co1.6%$4.44M
- 7. Spectrum Brands Holdings Inc1.52%$4.23M
- 8. ESAB Corp0.92%$2.55M
- 9. Federated Hermes Inc Class B1.81%$5.03M
- 10. Kontoor Brands Inc1.91%$5.29M
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 Keeley Gabelli Small Cap Dividend Fund
Totals
Holdings
Assets
Weight
Prisons
1
$4.54M
1.64%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$4.54M
1.64%
Borders high risk
0
$0
0%
Total
1
$4.54M
1.64%
Holdings — 1 flagged holdings
1.
Synovus Financial Corp
:$4.54M
1.64%
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.
Keeley Gabelli Small Cap Dividend Fund KSDVX
Environment
Social
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