Seeks to Deliver Yield and Growth from Strong, Cash-Generating Companies
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The Gabelli Equity Income Fund’s strategy targets well-managed companies with strong free cash flow, positioned to benefit from long-term economic trends such as industry globalization or enhanced productivity and services. The Fund seeks equity securities that offer yields superior to the average of the S&P 500 Index, while also presenting opportunities for capital appreciation. The portfolio is diversified across sectors to reduce risk while seeking to maintain reliable income potential and long-term growth.
The Fund seeks to provide a high level of total return with an emphasis on current income.
Research Driven: With over 30 research analysts reporting across sectors, this Fund leverages best ideas, attractive and up to date valuations, and shifting industry dynamics to create reliable income potential and long-term growth.
Dedicated Leadership: Managed since inception in 1992 by Mario Gabelli, CFA, veteran Portfolio Manager and CIO of Value, who leverages over 60 years of investment management experience to manage the portfolio.
Diversification: This fund provides exposure across industries and market capitalization.
Mario J. Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University’s College of Business Administration, he also holds an M.B.A. from Columbia University Graduate School of Business, and honorary doctorates from Fordham University and Roger Williams University…. More
Supported by a centralized team of 30+ sector-focused analysts supporting Growth and Value portfolios
A graphical measurement of a portfolio’s net return that simulates the performance of an initial investment of $10,000 over the given time period.
| Symbol | Company | Sector | Portfolio |
|---|
Gross Expense Ratio
1.42%
Net Expense Ratio
1.42%
Maximum Sales Charge
0.00%
