The Gabelli Global Rising Income and Dividend Fund
Shareclass
Gabelli Global Rising Income and Div A (GAGAX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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.
The Gabelli Global Rising Income and Dividend Fund GAGAX
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. International Flavors & Fragrances Inc0.46% of assets$295,925 invested
- 2. GSK PLC ADR0.04% of assets$27,056 invested
- 3. National Grid PLC ADR0.89% of assets$576,374 invested
- 4. National Grid PLC0.29% of assets$190,776 invested
- 5. L'Oreal SA1.09% of assets$708,211 invested
- 6. Diageo PLC ADR1.18% of assets$762,780 invested
- 7. Haleon PLC ADR0.13% of assets$85,860 invested
- 8. Vodafone Group PLC ADR0.87% of assets$562,038 invested
- 9. Danone SA0.52% of assets$337,273 invested
- 10. Salvatore Ferragamo SpA0.08% of assets$52,595 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. Mueller Industries Inc1.78% of assets$1.15M invested
- 2. Lennar Corp Class B0.41% of assets$264,300 invested
- 3. Boyd Group Services Inc Ordinary Shares0.05% of assets$30,162 invested
- 4. Berkshire Hathaway Inc Class A3.16% of assets$2.04M invested
- 5. Dana Inc0.33% of assets$213,860 invested
- 6. Spectrum Brands Holdings Inc0.89% of assets$574,532 invested
- 7. Kikkoman Corp0.92% of assets$593,679 invested
- 8. Enpro Inc1.44% of assets$931,230 invested
- 9. Arcosa Inc0.06% of assets$38,696 invested
- 10. ICU Medical Inc0.17% of assets$108,619 invested
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Financial performance
Performance data provided by
Find more financial data on GAGAX at Morningstar.com
Find more financial data on GAGAX 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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