The Gabelli Focus Fund Quote
| GWSAX Fund | USD 18.37 0.03 0.16% |
Performance15 of 100
| Odds Of DistressLess than 17
|
The Gabelli is trading at 18.37 as of the 1st of December 2024; that is 0.16% up since the beginning of the trading day. The fund's open price was 18.34. The Gabelli has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for The Gabelli Focus are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of June 2024 and ending today, the 1st of December 2024. Click here to learn more.
Under normal circumstances, the fund will invest in a concentrated portfolio of twenty-five to thirty-five equity securities. It could potentially invest up to 50 percent of its net assets in five securities that represent the largest, and thus the highest conviction, positions. More on The Gabelli Focus
Moving together with The Mutual Fund
| 0.72 | GCFSX | Gabelli Global Financial | PairCorr |
| 0.94 | GCIEX | Gabelli Equity | PairCorr |
| 0.85 | EMACX | Enterprise Mergers And | PairCorr |
| 0.84 | EMAAX | Enterprise Mergers And | PairCorr |
Moving against The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Gabelli Funds, Large Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Gabelli (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of June 2023 |
| Fiscal Year End | September |
The Gabelli Focus [GWSAX] is traded in USA and was established 1st of December 2024. The Gabelli is listed under Gabelli category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Gabelli family. This fund currently has accumulated 37.17 M in assets under management (AUM) with no minimum investment requirementsGabelli Focus is currently producing year-to-date (YTD) return of 15.26% with the current yeild of 0.05%, while the total return for the last 3 years was 3.54%.
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 Focus 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 Focus Mutual Fund Constituents
| EPC | Edgewell Personal Care | Stock | Consumer Staples | |
| MWA | Mueller Water Products | Stock | Industrials | |
| APO | Apollo Global Management | Stock | Financials | |
| BIOS | BioPlus Acquisition Corp | Stock | Financials | |
| LEN | Lennar | Stock | Consumer Discretionary | |
| BXMT | Blackstone Mortgage Trust | Stock | Financials | |
| KMI | Kinder Morgan | Stock | Energy | |
| NUVA | NuVasive | Stock | Health Care |
Gabelli Focus Risk Profiles
| Mean Deviation | 0.5242 | |||
| Semi Deviation | 0.4208 | |||
| Standard Deviation | 0.6807 | |||
| Variance | 0.4633 |
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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