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Gabelli Focused Gr and Inc A GWSAX

Quantitative rating as of | See Gabelli Investment Hub
  • NAV / 1-Day Return 17.30  /  1.82 %
  • Total Assets 38.5 Mil
  • Adj. Expense Ratio
    1.690%
  • 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.

Summary

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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.

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