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SRIDX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
23.74M

SRIDX Price Prediction, Gabelli SRI I AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

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), ZOETIS (NYSE:ZTS).

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 I MF is 91.82B. The market cap for tickers in the group ranges from 15.74B to 155.31B. AXP holds the highest valuation in this group at 155.31B. The lowest valued company is CNHI at 15.74B.

Volume

The average weekly volume growth across all stocks in the Gabelli SRI I MF was -11%. For the same stocks of the MF, the average monthly volume growth was -6% and the average quarterly volume growth was 39%

Fundamental Analysis Ratings

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

Valuation Rating: 65
P/E Growth Rating: 63
Price Growth Rating: 40
SMR Rating: 47
Profit Risk Rating: 36
Seasonality Score: -38 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

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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SRIDX and

Correlation & Price change

A.I.dvisor tells us that SRIDX and FCWGX have been poorly correlated (+25% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SRIDX and FCWGX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SRIDX
1D Price
Change %
SRIDX100%
N/A
FCWGX - SRIDX
25%
Poorly correlated
+0.06%
RWIHX - SRIDX
25%
Poorly correlated
+0.05%
FWGIX - SRIDX
25%
Poorly correlated
+0.05%
RWBEX - SRIDX
25%
Poorly correlated
+0.05%
FWCGX - SRIDX
25%
Poorly correlated
+0.05%
More