The Gabelli Global Financial Services Fund - Gabelli
Shareclass
The Gabelli Global Financial Services Fund CLASS I (GFSIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund The Gabelli Global Financial Services Fund - Gabelli
FUND COVERAGE
# of holdings32
% of assets57%
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
11 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Standard Chartered PLC2.39%$2.73M
- 2. NatWest Group PLC1.3%$1.49M
- 3. Citigroup Inc1.53%$1.76M
- 4. UniCredit SpA1.51%$1.73M
- 5. NN Group NV1.56%$1.79M
- 6. Societe Generale SA0.8%$917,430
- 7. Mercedes-Benz Group AG1.35%$1.55M
- 8. Commerzbank AG2.79%$3.19M
- 9. Credit Agricole SA1.95%$2.23M
- 10. Banco Bilbao Vizcaya Argentaria SA1.7%$1.94M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cavco Industries Inc2.03%$2.33M
- 2. Jefferies Financial Group Inc0.94%$1.07M
- 3. Moelis & Co1.63%$1.87M
- 4. Toyota Motor Corp3.22%$3.69M
- 5. Old Republic International Corp2.09%$2.39M
- 6. Texas Capital Bancshares Inc0.88%$1M
- 7. Bank of East Asia Ltd/The2.46%$2.82M
- 8. Ally Financial Inc1.27%$1.46M
- 9. First Citizens BancShares Inc/NC3.77%$4.32M
- 10. First American Financial Corp3.53%$4.04M
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 The Gabelli Global Financial Services Fund - Gabelli
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
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.
The Gabelli Global Financial Services Fund - Gabelli GFSIX
Environment
Social
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