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Gabelli Global Rising Income and Div AAA (GAGCX)

30.43
+0.14
+(0.46%)
At close: 6:29:17 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Schwab Institutional
  • JPMorgan
  • Schwab Institutional Only
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Advisors
  • JP MORGAN LOAD-WAIVED NTF
  • JP MORGAN NTF
  • JP MORGAN LOAD
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)

Fund Summary

The advisor will attempt to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in dividend paying securities (such as common and preferred stock) or other income producing securities (such as fixed-income securities and securities that are convertible into common stock). The advisor intends to invest in at least three countries, including the United States, and will invest at least 40% of its total assets in countries other than the United States. The fund is non-diversified.

Fund Overview

Category Tactical Allocation
Fund Family Gabelli
Net Assets 59.87M
YTD Return 4.80%
Yield 2.23%
Morningstar Rating
Inception Date Nov 26, 2001

Performance & Risk

YTD Return -0.73%
5y Average Return 9.98%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

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