ESGJX : Gabelli ESG Fund Class C

ESGJX is a US Stocks Market Large Blend with HIGH fees.

ESGJX

Gabelli ESG Fund Class C

FI Score

19 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

19% FI Score
  • esgjx
  • Mutual Fund
  • US Stocks
  • Large Blend

Gabelli ESG Fund Class C

Expenses: 1.68% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation. The fund seeks to achieve its objective by investing substantially all, and in any case no less than 80%, of its assets in common and preferred stocks of companies that meet the fund's guidelines for social responsibility at the time of investment. It may also invest in foreign securities, including those in emerging markets, and in securities that are convertible into common stocks. The Adviser employs a social screening overlay process at the time of investment to identify companies that meet the fund's social guidelines.

Largest Holdings

Amount Holding
4.58% NextEra Energy Inc
4.20% Sony Corp ADR
3.98% Nestle SA
3.96% Conagra Brands Inc
3.83% Xylem Inc
3.71% Danone SA
3.68% Bristol-Myers Squibb Company
3.37% Alphabet Inc A
3.37% Watts Water Technologies Inc A
2.73% Zoetis Inc Class A
2.71% PayPal Holdings Inc
2.52% American Express Co
2.51% Mondelez International Inc Class A
2.20% CNH Industrial NV
1.85% Comcast Corp Class A
1.59% Unilever PLC ADR
1.57% Henry Schein Inc
1.55% International Flavors & Fragrances Inc
1.48% Hewlett Packard Enterprise Co
1.47% Medtronic PLC
1.46% Intel Corp
1.43% Bank of New York Mellon Corp
1.42% Standard Chartered PLC
1.37% Liberty SiriusXM Group C
1.36% Evoqua Water Technologies Corp

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