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SRIAX Gabelli SRI A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are American Express Company (NYSE:AXP), Nextera Energy Inc (NYSE:NEE), Mondelez International (NASDAQ:MDLZ).

Industry description

The investment seeks capital appreciation. The fund will seek to achieve its objective by investing substantially all, and in any case, no less than 80%, of its assets in common stocks 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 and in securities that are convertible into common stocks. The Adviser employs a social screening overlay process on a pro‑active basis at the time of investment to identify companies that meet the fund's social guidelines.

Market Cap

The average market capitalization across the Gabelli SRI A MF is 132.34B. The market cap for tickers in the group ranges from 31.1B to 327.81B. NSRGF holds the highest valuation in this group at 327.81B. The lowest valued company is XYL at 31.1B.

Volume

The average weekly volume growth across all stocks in the Gabelli SRI A MF was -17%. For the same stocks of the MF, the average monthly volume growth was 60% and the average quarterly volume growth was 14%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 55
Price Growth Rating: 53
SMR Rating: 61
Profit Risk Rating: 44
Seasonality Score: 44 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
Gabelli SRI Fund, IncOne Corporate CenterRye
Phone
1 800 422 3554
Web
www.gabelli.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ACGCX37.86-0.28
-0.73%
American Century Discplnd Cor Val C
BGDVX14.39-0.12
-0.83%
BlackRock GA Disciplined Volatility Eq K
PRVIX59.73-0.56
-0.93%
T. Rowe Price Small-Cap Value I
VOLMX26.27-0.26
-0.98%
Volumetric
DESUX24.73-0.30
-1.20%
DWS ESG Core Equity R6

SRIAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SRIAX has been closely correlated with FWCGX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if SRIAX jumps, then FWCGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SRIAX
1D Price
Change %
SRIAX100%
-0.56%
FWCGX - SRIAX
80%
Closely correlated
-1.05%
RWIHX - SRIAX
80%
Closely correlated
-1.05%
FCWGX - SRIAX
80%
Closely correlated
-1.05%
FWGIX - SRIAX
80%
Closely correlated
-1.06%
RWBEX - SRIAX
80%
Closely correlated
-1.06%
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