The Gabelli Focus Fund Quote
| GWSCX Fund | USD 14.40 0.16 1.12% |
Performance15 of 100
| Odds Of DistressLess than 16
|
The Gabelli is trading at 14.40 as of the 29th of November 2024; that is 1.12 percent increase since the beginning of the trading day. The fund's open price was 14.24. The Gabelli has less than a 16 % 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 30th of October 2024 and ending today, the 29th of November 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
| 0.71 | GCFSX | Gabelli Global Financial | PairCorr |
| 0.91 | GCIEX | Gabelli Equity | PairCorr |
| 0.83 | EMACX | Enterprise Mergers And | PairCorr |
| 0.83 | 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 [GWSCX] is traded in USA and was established 29th of November 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 minimum initial investment of 1 K. Gabelli Focus is currently producing year-to-date (YTD) return of 14.2% with the current yeild of 0.05%, while the total return for the last 3 years was 2.45%.
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
| NPO | Enpro Industries | Stock | Industrials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| HRI | Herc Holdings | Stock | Industrials | |
| FWONA | Liberty Media | Stock | Communication Services | |
| HAIN | The Hain Celestial | Stock | Consumer Staples | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| NUVA | NuVasive | Stock | Health Care | |
| PTEN | Patterson UTI Energy | Stock | Energy |
Gabelli Focus Risk Profiles
| Mean Deviation | 0.5343 | |||
| Semi Deviation | 0.475 | |||
| Standard Deviation | 0.6839 | |||
| Variance | 0.4678 |
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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