The Gabelli Equity Fund Quote
| GCIEX Fund | USD 7.41 0.02 0.27% |
PerformanceModest
| Odds Of DistressLow
|
Gabelli Equity is trading at 7.41 as of the 11th of June 2025; that is 0.27 percent decrease since the beginning of the trading day. The fund's open price was 7.43. Gabelli Equity has less than a 12 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of March 2025 and ending today, the 11th of June 2025. Click here to learn more.
The fund seeks to achieve its investment objective through a combination of capital appreciation and current income by investing, under normal market conditions, at least 80 percent of its net assets in income producing equity securities of both U.S. and non-U.S. More on The Gabelli Equity
Moving together with Gabelli Mutual Fund
Gabelli Mutual Fund Highlights
| Fund Concentration | Gabelli Funds, Large Funds, Large Value Funds, Large Value, Gabelli, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of June 2023 |
| Fiscal Year End | September |
The Gabelli Equity [GCIEX] is traded in USA and was established 11th of June 2025. Gabelli Equity 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 5.07% with the current yeild of 0.13%, while the total return for the last 3 years was 6.49%.
Check Gabelli Equity 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 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
| C | Citigroup | Stock | Financials | |
| MMC | Marsh McLennan Companies | Stock | Financials | |
| HON | Honeywell International | Stock | Industrials | |
| WFC | Wells Fargo | Stock | Financials | |
| CVS | CVS Health Corp | Stock | Health Care | |
| HD | Home Depot | Stock | Consumer Discretionary | |
| MA | Mastercard | Stock | Financials | |
| VZ | Verizon Communications | Stock | Communication Services |
Gabelli Equity Risk Profiles
| Mean Deviation | 0.9038 | |||
| Semi Deviation | 1.42 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.12 |
Gabelli Equity Against Markets
Other Information on Investing in Gabelli Mutual Fund
Gabelli Equity financial ratios help investors to determine whether Gabelli 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 Gabelli with respect to the benefits of owning Gabelli Equity security.
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