Weakness in Gabelli Focused Gr and Inc A'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 second-costliest quintile among peers.
- NAV / 1-Day Return 17.30 / 1.82 %
- Total Assets 38.5 Mil
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Adj. Expense Ratio
- Expense Ratio 1.250%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Mid-Cap Blend
- Investment Style Mid Value
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 3.90%
- Turnover 46%
Morningstar’s Analysis GWSAX
Will GWSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.