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Morningstar

Gabelli Small Cap Growth A GCASX

Morningstar Analyst Rating
Quantitative rating as of | See Gabelli Investment Hub
  • NAV / 1-Day Return 41.58  /  1.07 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.390%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield < 0.01%
  • Turnover 1%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis GCASX

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

People Pillar

The People Pillar is our evaluation of the GCASX 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 GCASX’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 Small Cap Growth A to a Morningstar Quantitative Rating of Neutral. 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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