Gabelli Small Cap Growth Fund
Shareclass
Gabelli Small Cap Growth A (GCASX)
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. Equity Fund
Ranking: 2,330 out of 2,554 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
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 GCASX
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. Salvatore Ferragamo SpA<0.01% of assets$157,786 invested
- 2. The Interpublic Group of Companies Inc0.1% of assets$1.81M invested
- 3. JM Smucker Co0.35% of assets$6.17M invested
- 4. ITV PLC0.01% of assets$257,992 invested
- 5. Genting Singapore Ltd0.02% of assets$420,130 invested
- 6. Albemarle Corp0.02% of assets$275,456 invested
- 7. Iveco Group NV Ordinary Shares0.27% of assets$4.69M invested
- 8. Huntington Bancshares Inc0.38% of assets$6.67M invested
- 9. Tyler Technologies Inc1.01% of assets$17.76M invested
- 10. Republic Services Inc0.66% of assets$11.67M 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 Inc0.03% of assets$473,025 invested
- 2. TKO Group Holdings Inc0.36% of assets$6.39M invested
- 3. Liberty Broadband Corp Registered Shs Series -A-0.05% of assets$966,680 invested
- 4. Liberty Broadband Corp Registered Shs Series -C-0.05% of assets$822,360 invested
- 5. Chemed Corp0.02% of assets$317,880 invested
- 6. Kratos Defense & Security Solutions Inc0.01% of assets$184,660 invested
- 7. Universal Entertainment Corp0.01% of assets$230,449 invested
- 8. Mueller Industries Inc3.47% of assets$61.01M invested
- 9. Lennar Corp Class B2.4% of assets$42.26M invested
- 10. Globus Medical Inc Class A1.01% of assets$17.7M invested
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Financial performance
Performance data provided by
Find more financial data on GCASX at Morningstar.com
Find more financial data on GCASX at Morningstar.comGender Equality and Returns
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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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