GATAX Rating, Research - Gabelli Asset A

Gabelli Asset A (gatax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 48

Threats + Weaknesses = 44

When strengths & opportunities substantially exceed threats & weaknesses an investment in the gatax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Gabelli Asset A (GATAX) Description: GATAX is a mutual fund, which is an investment that owns a basket of assets. The GATAX mutual fund was provided by Gabelli and this investment vehicle derives the majority of its value from equity holdings (stocks). Gabellis mutual fund has a long management tenure and is in the small fund size classification. GATAXs minimum initial investment amount is $1000 while the IRA minimum is $250. GATAXs expense ratio is roughly 1%. The latest GATAXs front end load was 6% and the back end load was 0%. The Gabelli Asset A (GATAX) mutual fund falls under the large-cap mixed category. GATAX focuses its investments in USA and GATAX is not affiliated with a particular industry or fund sector. The Gabelli Asset A (GATAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find GATAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of GATAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in Legg Mason affiliated equity mutual funds. Its target allocation is 100% in underlying funds that invest principally in equity securities (see equity research). The fund may invest up to 10% in funds that invest principally in fixed-income securities. While This investment vehicle is non-diversified, it invests in some diversified underlying holdings.

Management Analysis Update

Performance Analysis Update