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Gabelli Dividend Growth AAA (GABBX)

18.70 +0.05 (+0.27%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 18.65
  • YTD Return 8.05%
  • Expense Ratio 2.01%
  • Category Large Value
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 18.84M
  • Beta (5Y Monthly) 0.83
  • Yield 0.13%
  • 5y Average Return --
  • Holdings Turnover 19.00%
  • Last Dividend 0.02
  • Inception Date Jun 30, 2004

Under normal market conditions, the fund invests at least 80% of its net assets in dividend paying stocks. In addition to seeking out stocks that pay a dividend, the fund will focus on stocks that the portfolio manager believes are well positioned to increase their dividend over the long term. The fund's assets will be invested primarily in a broad range of readily marketable equity securities consisting primarily of common stocks. It may invest up to 40% of its total assets in equity securities of non-U.S. issuers.

Gabelli

Fund Family

Large Value

Fund Category

18.84M

Net Assets

2004-06-30

Inception Date

Performance Overview: GABBX

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Trailing returns as of 8/29/2024. Category is Large Value.

YTD Return

GABBX
8.05%
Category
4.44%
?

1-Year Return

GABBX
8.16%
Category
14.37%
?

3-Year Return

GABBX
2.32%
Category
6.04%
?

5-Year Return

GABBX
7.15%
Category
9.20%
?

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Holdings: GABBX

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Top 10 Holdings (34.68% of Total Assets)

SymbolCompany% Assets
AXP
American Express Company 4.60%
MRK
Merck & Co., Inc. 4.21%
GOOG
Alphabet Inc. 4.13%
MDLZ
Mondelez International, Inc. 4.10%
TMUS
T-Mobile US, Inc. 3.47%
JPM
JPMorgan Chase & Co. 3.20%
C
Citigroup Inc. 3.03%
HON
Honeywell International Inc. 2.95%
DD
DuPont de Nemours, Inc. 2.53%
RSG
Republic Services, Inc. 2.45%

Sector Weightings

Recent News: GABBX

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Research Reports: GABBX

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