Gabelli Growth Fund

Shareclass

Gabelli Growth I (GGCIX)

Type

Open-end mutual fund

Manager

Gabelli

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

77.3

percentile

Universe: Groups

Group: U.S. Large Cap Equity

Ranking: 330 out of 1,447 funds

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Regular updates on sustainability risks and ethical concerns in everyday investment products

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.

Gabelli Growth Fund GGCIX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Boston Scientific Corp
1.64% of assets
$17.43M invested
2. Mastercard Inc Class A
3.14% of assets
$33.27M invested
3. Moodys Corp
1.4% of assets
$14.86M invested
4. Microsoft Corp
12% of assets
$125.61M invested
5. GE Aerospace
2.66% of assets
$28.22M invested
6. Intuit Inc
0.9% of assets
$9.58M invested
7. ServiceNow Inc
1.84% of assets
$19.51M invested
8. Stryker Corp
1.83% of assets
$19.36M invested
9. Trane Technologies PLC Class A
1.25% of assets
$13.21M invested
10. Meta Platforms Inc Class A
5.33% of assets
$56.54M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. CrowdStrike Holdings Inc Class A
1.07% of assets
$11.35M invested
2. O'Reilly Automotive Inc
1.35% of assets
$14.33M invested
3. Broadcom Inc
2.42% of assets
$25.62M invested
4. KKR & Co Inc Ordinary Shares
1.69% of assets
$17.92M invested
5. Applied Materials Inc
0.48% of assets
$5.08M invested
6. Costco Wholesale Corp
1.43% of assets
$15.13M invested
7. Arthur J. Gallagher & Co
0.49% of assets
$5.18M invested
8. Cadence Design Systems Inc
0.75% of assets
$7.94M invested
9. Chipotle Mexican Grill Inc
1.42% of assets
$15.06M invested
10. NVIDIA Corp
10% of assets
$106.58M invested

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Financial performance

Performance data provided by

Find more financial data on GGCIX at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

GGCIX

Gabelli Growth Fund

Family

Gabelli

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.96% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

GGCIX

Gabelli Growth Fund

Family

Gabelli

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.96% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

GGCIX

Gabelli Growth Fund

Family

Gabelli

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.96% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
GGCIX - Gabelli Growth Fund

18%

20%

15%

56 / 100 points

Benchmark

13%

14%

16%

13%

55 / 100 points

Fund compared to benchmark

4.78%

5.55%

-1.31%

1.96%

1 / 100 points higher

Find more financial data on GGCIX at Morningstar.com

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