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Quantitative rating as of
  • NAV / 1-Day Return 12.88  /  0.39 %
  • Total Assets 28.2 Mil
  • Adj. Expense Ratio
  • Expense Ratio 0.900%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.88%
  • Turnover 34%

Morningstar’s Analysis ESGKX

Will ESGKX outperform in future?

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



Gabelli ESG I 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. The strategy changed its peer group in October, moving to the Global Large-Stock Blend Morningstar Category from the Large Blend category.

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