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Morningstar

Gabelli Gold I GLDIX

Morningstar Analyst Rating
Analyst rating as of | See Gabelli Investment Hub
  • NAV / 1-Day Return 18.95  /  1.71 %
  • Total Assets 355.1 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Equity Precious Metals
  • Investment Style Mid Blend
  • Min. Initial Investment 50,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 14%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis GLDIX

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

People Pillar

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

An experienced manager is the highlight of this strategy.

Associate Analyst

Summary

| by David Carey

Gabelli Gold’s longtime lead manager underpins this strategy’s Morningstar Analyst Rating of Bronze for its I share class, while pricier shares are rated Neutral.

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