Gabelli Pet Parents'™ Fund
Shareclass
Gabelli Pet Parents'™ (PETZX)
Type
Open-end mutual fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 695 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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 Pet Parents'™ Fund PETZX
Environment
Social
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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. Colgate-Palmolive Co1.18% of assets$45,455 invested
- 2. Clorox Co2.11% of assets$81,205 invested
- 3. Nestle SA1.29% of assets$49,505 invested
- 4. Zoetis Inc Class A8.48% of assets$325,860 invested
- 5. Virbac SA2.13% of assets$81,962 invested
- 6. Amazon.com Inc5.71% of assets$219,390 invested
- 7. Elanco Animal Health Inc4.73% of assets$181,650 invested
- 8. CVS Health Corp1.75% of assets$67,335 invested
- 9. Freshpet Inc8.28% of assets$318,436 invested
- 10. Tractor Supply Co2.07% of assets$79,590 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. Chewy Inc9.58% of assets$368,390 invested
- 2. Spectrum Brands Holdings Inc3.3% of assets$126,735 invested
- 3. Trupanion Inc5.64% of assets$216,900 invested
- 4. Petco Health and Wellness Co Inc Ordinary Shares - Class A4.46% of assets$171,450 invested
- 5. Pets at Home Group PLC2.51% of assets$96,521 invested
- 6. IDEXX Laboratories Inc5.38% of assets$206,720 invested
- 7. Tractor Supply Co2.07% of assets$79,590 invested
- 8. Church & Dwight Co Inc1.36% of assets$52,355 invested
- 9. Freshpet Inc8.28% of assets$318,436 invested
- 10. Elanco Animal Health Inc4.73% of assets$181,650 invested
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Financial performance
Performance data provided by
Find more financial data on PETZX at Morningstar.com
Find more financial data on PETZX at Morningstar.comGender 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.
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