SRIDX Gabelli SRI I Forecast, Technical & Fundamental Analysis

The most notable companies in this group are American Express Company (NYSE:AXP), Citigroup (NYSE:C), Nextera Energy Inc (NYSE:NEE).

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.

The average market capitalization across the Gabelli SRI I MF is 113.95B. The market cap for tickers in the group ranges from 9.78B to 226.9B. AXP holds the highest valuation in this group at 226.9B. The lowest valued company is MSGS at 9.78B.

The average weekly volume growth across all stocks in the Gabelli SRI I MF was 64%. For the same stocks of the MF, the average monthly volume growth was 47% and the average quarterly volume growth was -4%