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Morningstar

Gabelli Global Rising Income and Div C GACCX

Morningstar Analyst Rating
Quantitative rating as of | See Gabelli Investment Hub
  • NAV / 1-Day Return 25.66  /  0.43 %
  • Total Assets 68.9 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Mid Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Limited
  • TTM Yield 0.93%
  • Turnover 10%

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

Morningstar’s Analysis GACCX

Will GACCX 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 GACCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GACCX 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 GACCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Gabelli Global Rising Income and Div C to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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