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Gabelli Focused Gr and Inc C GWSCX

Medalist Rating as of | See Gabelli Investment Hub
  • NAV / 1-Day Return  / 
  • Total Assets
  • Adj. Expense Ratio
  • Expense Ratio
  • Distribution Fee Level
  • Share Class Type
  • Category
  • Investment Style
  • Min. Initial Investment
  • Status
  • TTM Yield
  • Turnover

Morningstar’s Analysis GWSCX

Will GWSCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Gabelli Focused Gr and Inc C's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings GWSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

VICI Properties Inc Ordinary Shares

9.01 3.8 Mil
Real Estate

Blackstone Mortgage Trust Inc A

7.12 3.0 Mil
Real Estate

Qurate Retail Inc 8% PRF REDEEM 15/03/2031 USD - Ser A

6.55 2.8 Mil
Consumer Cyclical

Enterprise Products Partners LP

6.21 2.6 Mil
Energy

NextEra Energy Partners LP

5.86 2.5 Mil
Utilities

Energy Transfer LP

5.81 2.5 Mil
Energy

Apollo Global Management Inc Class A

5.49 2.3 Mil
Financial Services

AT&T Inc

4.82 2.0 Mil
Communication Services

Kinder Morgan Inc Class P

3.99 1.7 Mil
Energy

Morgan Stanley

3.62 1.5 Mil
Financial Services