Seeks to Invest in Global Income and Dividend Paying Stocks
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The Gabelli Global Rising Income and Dividend Fund invests primarily in common stocks of foreign and domestic issuers that the Fund’s portfolio management team believes are likely to produce income and have the potential for above average capital appreciation. The Fund may invest in convertible securities, which include bonds, debentures, corporate notes, preferred stocks, and other similar securities which are convertible or exchangeable for common stock. The Fund may also utilize arbitrage strategies by investing in event-driven situations such as announced mergers, spin-offs, split-ups, liquidations and reorganizations.
The Fund’s primary objective is to seek a high level of total return through a combination of current income and capital appreciation.
Income Potential: The Fund seeks to generate cash flow by investing in dividend-paying stocks, bonds, and convertible securities from companies that have a history of substantial and growing dividends.
Dedicated Leadership: Managed since inception in 1994 by Mario Gabelli, CFA, veteran portfolio manager and CIO of Value, who has over 60 years of investment management experience.
Diversification: This fund provides global 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 |
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Gross Expense Ratio
2.37%
Net Expense Ratio
0.90%
Maximum Sales Charge
0.00%
