The Gabelli Utilities Fund Quote
The Gabelli is trading at 1.92 as of the 21st of March 2025; that is No Change since the beginning of the trading day. The fund's open price was 1.92. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The Mutual Fund Highlights
| Fund Concentration | Gabelli Funds, Large Funds, Utilities Funds, Utilities, Gabelli (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of September 2022 |
| Fiscal Year End | December |
The Gabelli Utilities [GAUCX] is traded in USA and was established 21st of March 2025. The Gabelli is listed under Gabelli category by Fama And French industry classification. The fund is listed under Utilities category and is part of Gabelli family. This fund currently has accumulated 1.78 B in assets under management (AUM) with no minimum investment requirementsGabelli Utilities is currently producing year-to-date (YTD) return of 0.22% with the current yeild of 0.28%, while the total return for the last 3 years was -1.26%.
Check The Gabelli Probability Of Bankruptcy
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 Utilities 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 Utilities Mutual Fund Constituents
| EIX | Edison International | Stock | Utilities | |
| AEE | Ameren Corp | Stock | Utilities | |
| AEP | American Electric Power | Stock | Utilities | |
| AES | The AES | Stock | Utilities | |
| EE | Excelerate Energy | Stock | Energy | |
| ES | Eversource Energy | Stock | Utilities | |
| EVRG | Evergy, | Stock | Utilities | |
| NEE | Nextera Energy | Stock | Utilities |
The Gabelli Against Markets
The Gabelli Related Equities
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with The Gabelli mutual fund to make a market-neutral strategy. Peer analysis of The Gabelli could also be used in its relative valuation, which is a method of valuing The Gabelli by comparing valuation metrics with similar companies.
| Risk & Return | Correlation |
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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