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Morningstar

Gabelli Gold AAA GOLDX

Morningstar Analyst Rating
Analyst rating as of | See Gabelli Investment Hub
  • NAV / 1-Day Return 17.59  /  1.07 %
  • Total Assets 330.6 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Equity Precious Metals
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 14%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis GOLDX

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

People Pillar

The People Pillar is our evaluation of the GOLDX 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 GOLDX’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.

Unlock our full analysis with Morningstar Investor