The Gabelli Equity Fund Quote
| GCAEX Fund | USD 6.46 0.11 1.67% |
Performance6 of 100
| Odds Of DistressLess than 21
|
The Gabelli is trading at 6.46 as of the 27th of November 2024; that is 1.67% down since the beginning of the trading day. The fund's open price was 6.57. The Gabelli has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for The Gabelli Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective through a combination of capital appreciation and current income by investing, under normal market conditions, at least 80 percent of its net assets in income producing equity securities of both U.S. and non-U.S. More on The Gabelli Equity
Moving together with The Mutual Fund
| 0.75 | SRIGX | Gabelli Esg Fund | PairCorr |
| 0.87 | GCFSX | Gabelli Global Financial | PairCorr |
| 1.0 | GCIEX | Gabelli Equity | PairCorr |
| 0.92 | EMACX | Enterprise Mergers And | PairCorr |
| 0.84 | EMAAX | Enterprise Mergers And | PairCorr |
Moving against The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Gabelli Funds, Large Funds, Large Blend Funds, Large Blend, Gabelli (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of June 2023 |
| Fiscal Year End | September |
The Gabelli Equity [GCAEX] is traded in USA and was established 27th of November 2024. The Gabelli is listed under Gabelli category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Gabelli family. This fund currently has accumulated 544.74 M in assets under management (AUM) with no minimum investment requirementsGabelli Equity is currently producing year-to-date (YTD) return of 12.65% with the current yeild of 0.16%, while the total return for the last 3 years was 5.48%.
Check The Gabelli Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Gabelli Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Gabelli Equity Mutual Fund Constituents
| SWMAF | Swedish Match AB | Pink Sheet | Tobacco | |
| MTB | MT Bank | Stock | Financials | |
| CVS | CVS Health Corp | Stock | Health Care | |
| MMC | Marsh McLennan Companies | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| BMY | Bristol Myers Squibb | Stock | Health Care | |
| MA | Mastercard | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services |
Gabelli Equity Risk Profiles
| Mean Deviation | 0.6244 | |||
| Semi Deviation | 0.5841 | |||
| Standard Deviation | 0.794 | |||
| Variance | 0.6304 |
The Gabelli Against Markets
Other Information on Investing in The Mutual Fund
The Gabelli financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Gabelli security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
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