Gabelli Small Cap Growth Fund
Shareclass
Gabelli Small Cap Growth AAA (GABSX)
Type
Open-end mutual fund
Manager
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 829 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
19/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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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 Small Cap Growth Fund GABSX
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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. The Interpublic Group of Companies Inc0.1% of assets$1.63M invested
- 2. JM Smucker Co0.41% of assets$6.63M invested
- 3. ITV PLC0.02% of assets$285,193 invested
- 4. Albemarle Corp0.01% of assets$230,464 invested
- 5. Iveco Group NV Ordinary Shares0.5% of assets$8.15M invested
- 6. Huntington Bancshares Inc0.38% of assets$6.15M invested
- 7. Genting Singapore Ltd0.03% of assets$418,667 invested
- 8. Tyler Technologies Inc1.09% of assets$17.59M invested
- 9. Republic Services Inc0.86% of assets$13.97M invested
- 10. Stryker Corp0.07% of assets$1.12M 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. GRAIL Inc0.04% of assets$676,810 invested
- 2. TKO Group Holdings Inc0.41% of assets$6.69M invested
- 3. EchoStar Corp Class A0.09% of assets$1.51M invested
- 4. OPKO Health Inc0.02% of assets$282,200 invested
- 5. Liberty Broadband Corp Registered Shs Series -A-0.07% of assets$1.11M invested
- 6. Liberty Broadband Corp Registered Shs Series -C-0.06% of assets$935,550 invested
- 7. Chemed Corp0.02% of assets$369,192 invested
- 8. Kratos Defense & Security Solutions Inc0.01% of assets$207,830 invested
- 9. Mueller Industries Inc3.55% of assets$57.44M invested
- 10. Lennar Corp Class B2.14% of assets$34.65M invested
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Financial performance
Performance data provided by
Find more financial data on GABSX at Morningstar.com
Find more financial data on GABSX 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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