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Morningstar

Gabelli ESG C ESGJX

Morningstar Analyst Rating
Quantitative rating as of | See Gabelli Investment Hub
  • NAV / 1-Day Return 10.92  /  0.73 %
  • Total Assets 28.3 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 2.09%
  • Turnover 34%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis ESGJX

Will ESGJX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESGJX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ESGJX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ESGJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Gabelli ESG C earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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