The most notable companies in this group are American Express Company (NYSE:AXP), Nextera Energy Inc (NYSE:NEE), Mondelez International (NASDAQ:MDLZ).
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 85.51B. The market cap for tickers in the group ranges from 13.87B to 130.6B. SPGI holds the highest valuation in this group at 130.6B. The lowest valued company is CNHI at 13.87B.
The average weekly volume growth across all stocks in the Gabelli SRI I MF was -60%. For the same stocks of the MF, the average monthly volume growth was -59% and the average quarterly volume growth was -50%
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: 61
Price Growth Rating: 47
SMR Rating: 52
Profit Risk Rating: 42
Seasonality Score: 1 (-100 ... +100)