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Gabelli RBI NextSharesTM

Fund Overview for RBI NextShares<SUP>TM</SUP>

Objective

The Gabelli RBI NextShares (the ‘‘Fund’’) seeks to provide above average capital appreciation.

Under normal market conditions, the Fund invests primarily in equity securities, such as common stock of domestic and foreign services and equipment companies focused on physical asset development, including roads, bridges, and infrastructure (RBI). The portfolio managers will invest in companies that are currently undervalued and have the potential to benefit from domestic and global reinvestment and development of physical assets, including roads, bridges, and other infrastructure-related industries. The Fund’s investment process emphasizes a bottom-up approach to stock selection, focused on global exposure, risk mitigation, and fundamental analysis. In addition, the portfolio managers evaluate each company in its global universe using proprietary equity analysis, with a focus on core competencies.

  Gabelli RBI NextSharesTM


Fund Structure:   NextShares
Investment Style:  
Inception:   February 21, 2018
 
Class :   GRBIC
 
Portfolio Manager

 


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. Investors should carefully consider the investment objectives, risks, charges and expenses of Gabelli NextShares before investing. The prospectus, which contains more complete information about this and other matters, should be read carefully before investing. To obtain a prospectus, please call 800-GABELLI or visit www.gabelli.com.

Industry Concentration Risk: The Fund invests a significant portion of its assets in companies in the infrastructure industry and, as a result, the value of the Fund’s shares is more susceptible to factors affecting those particular types of companies and that industry, including governmental regulation, a greater price volatility than the overall market, rapid obsolescence of products and services, intense competition and strong market reactions to infrastructure developments. As a consequence of its concentration policy, the Fund’s investments may be subject to greater risk and market fluctuation than a fund that has securities representing a broader range of alternatives.

NextSharesTM is a trademark of NextShares Solutions LLC. All rights reserved.

Creation units of Gabelli NextShares are distributed by G.distributors, LLC., an affiliate of Gabelli Funds, LLC, the investment adviser to Gabelli NextShares.