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SRIAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 20 closing price
Price
$12.52
Change
+$0.11 (+0.89%)
Net Assets
22.97M

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 265%. For the same stocks of the MF, the average monthly volume growth was 216% and the average quarterly volume growth was 66%

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: 52
SMR Rating: 61
Profit Risk Rating: 45
Seasonality Score: 13 (-100 ... +100)
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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
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SRIAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SRIAX has been closely correlated with RWIEX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if SRIAX jumps, then RWIEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SRIAX
1D Price
Change %
SRIAX100%
+0.89%
RWIEX - SRIAX
79%
Closely correlated
+0.52%
RWICX - SRIAX
79%
Closely correlated
+0.53%
FWCGX - SRIAX
57%
Loosely correlated
+0.52%
FCWGX - SRIAX
57%
Loosely correlated
+0.52%
RWIHX - SRIAX
57%
Loosely correlated
+0.52%
More