The Gabelli Equity Fund Quote

GABEX Fund  USD 6.10  0.04  0.66%   

Performance

Modest

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
The Gabelli is trading at 6.10 as of the 20th of March 2025; that is 0.66% up since the beginning of the trading day. The fund's open price was 6.06. The Gabelli has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The investment seeks to provide a high level of total return on its assets with an emphasis on income. Gabelli Equity is traded on NASDAQ Exchange in the United States. More on The Gabelli Equity

Moving together with The Mutual Fund

  0.99SRIGX Gabelli Esg FundPairCorr
  0.81GCFSX Gabelli Global FinancialPairCorr
  1.0GCIEX Gabelli EquityPairCorr
  0.7GCIGX Gamco InternationalPairCorr
  0.76EMACX Enterprise Mergers AndPairCorr
  0.77EMAAX Enterprise Mergers AndPairCorr

The Mutual Fund Highlights

Fund ConcentrationGabelli Funds, Large Funds, Large Value Funds, Large Value, Gabelli (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of June 2023
Fiscal Year EndSeptember
The Gabelli Equity [GABEX] is traded in USA and was established 20th of March 2025. The Gabelli is listed under Gabelli category by Fama And French industry classification. The fund is listed under Large Value category and is part of Gabelli family. This fund currently has accumulated 544.74 M in assets under management (AUM) with no minimum investment requirementsGabelli Equity is currently producing year-to-date (YTD) return of 1.38% with the current yeild of 0.13%, while the total return for the last 3 years was 5.67%.
Check The Gabelli Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Gabelli Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top The Gabelli Equity Mutual Fund Constituents

MTBMT BankStockFinancials
MMCMarsh McLennan CompaniesStockFinancials
WFCWells FargoStockFinancials
VZVerizon CommunicationsStockCommunication Services
DEDeere CompanyStockIndustrials
GATXGATX CorporationStockIndustrials
GPCGenuine Parts CoStockConsumer Discretionary
MAMastercardStockFinancials
More Details

Gabelli Equity Risk Profiles

The Gabelli Against Markets

Other Information on Investing in The Mutual Fund

The Gabelli financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Gabelli security.
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