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The Gabelli Global Financial Services Fund Class I

OVERVIEW FUND DETAILS PRICE & PERFORMANCE DIVIDEND & TAX INFO
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Fund Overview for Gabelli Gl Financial Services Fund I

Objective

"The Gabelli Global Financial Services Fund primarily seeks to provide investors with capital appreciation.

Principal Investment Strategies:

    Under normal market conditions, the Fund will invest at least 80% of the value of its net assets in the securities of companies principally engaged in the group of industries comprising the financial services sector. The Fund may invest in the equity securities of such companies, such as common stock, or in debt securities of such companies, such as corporate bonds or other financial services. The Fund may invest in companies without regard to market capitalization and may invest in issuers in foreign countries, including countries with developed or emerging markets. As a "global" fund, the Fund may invest in securities of issuers, or related investments thereof, located in at least three countries, and at least 40% of the Fund's total net assets will be invested in securities of non-U.S. issuers or related investments thereof.

    The Fund may appeal to you if:

    • you are a long-term investor
    • you seek capital appreciation
    • you believe that the market will favor financial services companies over the long term
    "
  The Gabelli Global Financial Services Fund


Fund Structure:   Open End
Investment Style:  
Inception:   October 01, 2018
 
Class AAA :   GAFSX
Class A :   GGFSX
Class C :   GCFSX
Class I :   GFSIX
 
Portfolio Manager(s)

 

Portfolio details

 

Returns represent past performance and do not guarantee future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so, upon redemption, shares may be worth more or less than their original cost. To obtain the most recent month end performance information and a prospectus, please call 800-GABELLI or visit www.gabelli.com
 


"Funds concentrating in specific sectors may experience greater fluctuations in value than funds that are more diversified. The Fund invests in foreign securities which involves risks not ordinarily associated with investments in domestic issues, including currency fluctuation, economic and political risks.

The Fund's share price will fluctuate with changes in the market value of the Fund's portfolio securities. Stocks are subject to market, economic and business risks that cause their prices to fluctuate. When you sell Fund shares, they may be worth less than what you paid for them. Consequently, you can lose money by investing in the Fund.

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