A seasoned leader and solid backup help earn Gabelli Gold’s Institutional shares a Morningstar Analyst Rating of Bronze, while hefty price tags keep the three remaining share classes at Neutral.
Gabelli Gold AAA GOLDX
NAV / 1-Day Return
17.23
/
3.53
%
Total Assets
338.5 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.480%
Expense Ratio
1.480%
Fee Level
Above Average
Longest Manager Tenure
27.55
years
Category
Equity Precious Metals
Investment Style
Mid BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
9%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Tenured manager in a volatile, niche category.
