Gabelli Global Financial Fund Quote
| GCFSX Fund | USD 13.63 0.07 0.52% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Gabelli Global is trading at 13.63 as of the 5th of May 2024; that is 0.52 percent up since the beginning of the trading day. The fund's open price was 13.56. Gabelli Global 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 Gabelli Global Financial are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of April 2024 and ending today, the 5th of May 2024. Click here to learn more.
Under normal market conditions, the fund invests at least 80 percent of the value of its net assets, plus any borrowings for investment purposes, in the securities of companies principally engaged in the group of industries comprising the financial services sector. More on Gabelli Global Financial
Moving together with Gabelli Mutual Fund
| 0.85 | GCIEX | Gabelli Equity | PairCorr |
| 0.84 | EMACX | Enterprise Mergers And | PairCorr |
| 0.86 | EMAAX | Enterprise Mergers And | PairCorr |
| 0.88 | EMAYX | Enterprise Mergers And | PairCorr |
| 0.93 | GUXPX | Gabelli Utilities | PairCorr |
Gabelli Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Gabelli Global's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Gabelli Global or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Money Funds (View all Themes) |
| Fund Concentration | Gabelli Funds, Large Funds, Financial Funds, Money Funds, Financial, Gabelli, Large, Financial (View all Sectors) |
| Update Date | 31st of March 2024 |
Gabelli Global Financial [GCFSX] is traded in USA and was established 5th of May 2024. Gabelli Global is listed under Gabelli category by Fama And French industry classification. The fund is listed under Financial category and is part of Gabelli family. The entity is thematically classified as Money Funds. This fund currently has accumulated 11.02 M in assets under management (AUM) with no minimum investment requirementsGabelli Global Financial is currently producing year-to-date (YTD) return of 8.52% with the current yeild of 0.02%, while the total return for the last 3 years was 8.47%.
Check Gabelli Global 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 Gabelli 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 Gabelli 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 Gabelli Global Financial 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 Gabelli Global Financial Mutual Fund Constituents
| ALLY | Ally Financial | Stock | Financials |
| BEN | Franklin Resources | Stock | Financials |
| BK | Bank of New | Stock | Financials |
| C | Citigroup | Stock | Financials |
| CVCO | Cavco Industries | Stock | Consumer Discretionary |
| DHIL | Diamond Hill Investment | Stock | Financials |
| JEF | Jefferies Financial Group | Stock | Financials |
Gabelli Global Target Price Odds Analysis
Based on a normal probability distribution, the odds of Gabelli Global jumping above the current price in 90 days from now is about 10.23%. The Gabelli Global Financial probability density function shows the probability of Gabelli Global mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Gabelli Global has a beta of 0.8829. This usually indicates Gabelli Global Financial market returns are sensitive to returns on the market. As the market goes up or down, Gabelli Global is expected to follow. Additionally, gabelli Global Financial has an alpha of 0.0616, implying that it can generate a 0.0616 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Gabelli Global to move above the current price in 90 days from now is about 10.23 (This Gabelli Global Financial probability density function shows the probability of Gabelli Mutual Fund to fall within a particular range of prices over 90 days) .
Gabelli Global Financial Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Gabelli Global market risk premium is the additional return an investor will receive from holding Gabelli Global long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Gabelli Global. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Gabelli Global's alpha and beta are two of the key measurements used to evaluate Gabelli Global's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5708 | |||
| Semi Deviation | 0.6422 | |||
| Standard Deviation | 0.7682 | |||
| Variance | 0.5901 |
Gabelli Global Against Markets
Picking the right benchmark for Gabelli Global mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Gabelli Global mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Gabelli Global is critical whether you are bullish or bearish towards Gabelli Global Financial at a given time. Please also check how Gabelli Global's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Gabelli Global without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy Gabelli Mutual Fund?
Before investing in Gabelli Global, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Gabelli Global. To buy Gabelli Global fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Gabelli Global. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Gabelli Global fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Gabelli Global Financial fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Gabelli Global Financial fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Gabelli Global Financial, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Gabelli Global Financial?
The danger of trading Gabelli Global Financial is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Gabelli Global is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Gabelli Global. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Gabelli Global Financial is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Gabelli Global Financial. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.