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Gabelli Equity Series Funds, Inc. - The Gabelli Global Financial Services Fund (GGFSX)

16.77
+0.13
+(0.78%)
As of 8:06:02 AM EDT. Market Open.
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  • Previous Close 16.64
  • YTD Return 7.40%
  • Expense Ratio 1.25%
  • Category Financial
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 51.42M
  • Beta (5Y Monthly) 1.03
  • Yield 2.11%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.36
  • Inception Date Oct 1, 2018

Under normal market conditions, the fund invests at least 80% 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. It may invest in the equity securities of such companies, such as common stock, or in the debt securities of such companies, such as corporate bonds or other financial instruments, in accordance with the foregoing 80% policy. The fund is non-diversified.

Gabelli

Fund Family

Financial

Fund Category

51.42M

Net Assets

2018-10-01

Inception Date

Performance Overview: GGFSX

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Trailing returns as of 4/1/2025. Category is Financial.

YTD Return

GGFSX
7.40%
Category
23.64%
 

1-Year Return

GGFSX
33.55%
Category
61.45%
 

3-Year Return

GGFSX
16.06%
Category
10.74%
 

5-Year Return

GGFSX
18.02%
Category
14.55%
 

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Holdings: GGFSX

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Sector Weightings

SectorGGFSX
Energy   2.35%
Industrials   2.09%
Real Estate   0.00%
Technology   0.00%
Utilities   0.00%
Healthcare   0.00%

Recent News: GGFSX

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Research Reports: GGFSX

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