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Morningstar

Gabelli Dividend Growth C GBCCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.53  /  0.75 %
  • Total Assets 19.5 Mil
  • Adj. Expense Ratio
    2.750%
  • Expense Ratio 2.750%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 26%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GBCCX

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

People Pillar

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

Summary

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Weakness in Gabelli Dividend Growth C's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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