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Nasdaq - Delayed Quote USD

Gabelli Focused Gr and Inc C (GWSCX)

13.09
-0.05
(-0.38%)
As of 8:06:04 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.84%
5y Average Return 11.44%
Number of Years Up 17
Number of Years Down 5
Best 1Y Total Return (Apr 29, 2025) 29.69%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 29.69%
Worst 3Y Total Return -4.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GWSCX
Category
YTD
1.95%
13.38%
1-Month
-2.19%
1.16%
3-Month
1.95%
6.75%
1-Year
9.79%
40.77%
3-Year
2.71%
13.59%
5-Year
16.70%
13.52%
10-Year
3.08%
10.48%
Last Bull Market
15.85%
21.11%
Last Bear Market
-12.64%
-19.34%

Annual Total Return (%) History

Year
GWSCX
Category
2025
--
--
2024
12.41%
--
2023
10.45%
--
2022
-14.47%
--
2021
26.18%
--
2020
7.87%
15.41%
2019
25.91%
24.78%
2018
-25.90%
-9.27%

2017
16.19%
18.41%
2016
0.86%
8.45%
2015
-13.84%
-1.74%
2014
3.01%
5.50%
2013
29.69%
26.84%
2012
25.40%
15.29%
2011
-7.45%
-4.13%
2010
26.45%
14.83%
2009
28.16%
30.03%
2008
-34.73%
-38.64%
2007
2.63%
7.48%
2006
10.15%
14.66%
2005
5.68%
7.75%
2004
19.68%
12.45%
2003
20.13%
30.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.95% -- -- --
2024 4.38% -0.52% 7.94% 0.29%
2023 0.98% 5.18% -3.65% 7.93%
2022 -0.10% -12.64% -4.64% 2.77%
2021 9.86% 9.37% -0.08% 5.10%
2020 -31.92% 25.50% 5.45% 19.74%
2019 12.05% 2.76% 2.78% 6.40%
2018 -6.79% 1.27% 0.08% -21.56%
2017 7.47% 4.58% 3.33% 0.05%
2016 1.36% -0.27% 8.26% -7.83%

2015 2.50% -1.45% -17.65% 3.57%
2014 -1.10% 6.59% -4.65% 2.48%
2013 10.41% 3.14% 2.88% 10.69%
2012 9.75% -1.55% 7.24% 8.22%
2011 8.84% -3.63% -24.70% 17.19%
2010 9.47% -12.86% 14.90% 15.37%
2009 -14.50% 26.43% 15.91% 2.29%
2008 -9.52% 1.13% -1.12% -27.86%
2007 1.60% 5.67% 0.41% -4.79%
2006 7.39% -6.10% -1.74% 11.17%
2005 -1.69% 3.59% 3.97% -0.19%
2004 4.92% 2.15% -1.40% 13.25%
2003 -8.00% 8.59% 5.61% 13.87%

Rank in Category (By Total Return)

YTD 13
1-Month 11
3-Month 13
1-Year 8
3-Year 90
5-Year 8

Load Adjusted Returns

1-Year 8.79%
3-Year 2.71%
5-Year 16.70%
10-Year 3.08%

Performance & Risk

YTD Return -2.84%
5y Average Return 11.44%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.29
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family Gabelli
Net Assets 48.49M
YTD Return 1.95%
Yield 5.20%
Morningstar Rating
Inception Date Dec 31, 2002

Fund Summary

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% of its net assets in five securities that represent the largest, and thus the highest conviction, positions. The balance of the fund’s net assets not so invested will be held in short term high grade investments or cash and cash equivalents. It is non-diversified.

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