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Gabelli Focused Gr and Inc AAA GWSVX

Quantitative rating as of
  • NAV / 1-Day Return 16.54  /  0.67 %
  • Total Assets 37.9 Mil
  • Adj. Expense Ratio
    1.720%
  • Expense Ratio 1.960%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.96%
  • Turnover 46%

Morningstar’s Analysis GWSVX

Will GWSVX 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 AAA'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 most expensive quintile among peers.

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