Gabelli Utility Trust
Name
As of 03/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
-5.1%
1 yr return
-17.9%
3 Yr Avg Return
-13.0%
5 Yr Avg Return
-10.6%
Net Assets
$273 M
Holdings in Top 10
30.3%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.75%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 10.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
N/A
IRA
N/A
Fund Classification
Fund Type
Closed-end mutual fund
Name
As of 03/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
XGUTX - Profile
Distributions
- YTD Total Return -5.1%
- 3 Yr Annualized Total Return -13.0%
- 5 Yr Annualized Total Return -10.6%
- Capital Gain Distribution Frequency N/A
- Net Income Ratio 1.61%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameGabelli Utility Trust
-
Fund Family NameGabelli
-
Inception DateSep 26, 2001
-
Shares Outstanding63798054
-
Share ClassOther
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerMario Gabelli
Fund Description
XGUTX - Performance
Return Ranking - Trailing
Period | XGUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -5.1% | -7.4% | 8.5% | 98.31% |
1 Yr | -17.9% | -17.9% | 11.0% | 100.00% |
3 Yr | -13.0%* | -13.0% | 9.9% | 100.00% |
5 Yr | -10.6%* | -10.6% | 7.6% | 100.00% |
10 Yr | -1.8%* | -2.6% | 8.5% | 98.08% |
* Annualized
Return Ranking - Calendar
Period | XGUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | -19.5% | -20.0% | 0.8% | 96.61% |
2022 | -16.1% | -21.0% | 3.5% | 93.22% |
2021 | 5.6% | 0.2% | 26.5% | 77.97% |
2020 | -18.1% | -18.4% | 8.1% | 96.61% |
2019 | 9.1% | 7.0% | 26.2% | 84.48% |
Total Return Ranking - Trailing
Period | XGUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | -5.1% | -7.4% | 8.5% | 98.31% |
1 Yr | -17.9% | -17.9% | 11.0% | 100.00% |
3 Yr | -13.0%* | -13.0% | 9.9% | 100.00% |
5 Yr | -10.6%* | -10.6% | 7.6% | 100.00% |
10 Yr | -1.8%* | -2.6% | 8.5% | 98.08% |
* Annualized
Total Return Ranking - Calendar
Period | XGUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | -19.5% | -19.5% | 3.4% | 100.00% |
2022 | -16.1% | -19.7% | 19.1% | 96.61% |
2021 | 5.6% | 5.6% | 30.1% | 100.00% |
2020 | -18.1% | -18.1% | 9.0% | 100.00% |
2019 | 16.0% | 9.7% | 29.4% | 91.38% |
NAV & Total Return History
XGUTX - Holdings
Concentration Analysis
XGUTX | Category Low | Category High | XGUTX % Rank | |
---|---|---|---|---|
Net Assets | 273 M | 14.4 M | 13.2 B | 76.27% |
Number of Holdings | 215 | 18 | 220 | 6.78% |
Net Assets in Top 10 | 105 M | 6.12 M | 8.34 B | 77.97% |
Weighting of Top 10 | 30.33% | 30.3% | 76.1% | 100.00% |
Top 10 Holdings
- United States Treasury Bills 0.01% 9.88%
- United States Treasury Bills 1.06% 8.03%
- United States Treasury Bills 0.08% 6.02%
- United States Treasury Bills 0.04928% 4.95%
- NextEra Energy Inc 4.90%
- United States Treasury Bills 0.05502% 4.68%
- United States Treasury Bills 0.0497% 4.15%
- United States Treasury Bills 0.11% 3.72%
- WEC Energy Group Inc 3.65%
- United States Treasury Bills 0.37% 3.57%
Asset Allocation
Weighting | Return Low | Return High | XGUTX % Rank | |
---|---|---|---|---|
Stocks | 91.29% | 64.54% | 115.46% | 94.92% |
Cash | 8.68% | -15.47% | 31.45% | 10.17% |
Preferred Stocks | 0.03% | 0.00% | 0.03% | 1.69% |
Other | 0.00% | -33.23% | 0.41% | 59.32% |
Convertible Bonds | 0.00% | 0.00% | 0.00% | 33.90% |
Bonds | 0.00% | 0.00% | 26.16% | 40.68% |
Stock Sector Breakdown
Weighting | Return Low | Return High | XGUTX % Rank | |
---|---|---|---|---|
Utilities | 70.50% | 50.08% | 100.00% | 88.14% |
Communication Services | 13.36% | 0.00% | 47.17% | 6.78% |
Energy | 9.67% | 0.00% | 31.61% | 28.81% |
Industrials | 5.04% | 0.00% | 27.59% | 22.03% |
Technology | 0.74% | 0.00% | 6.09% | 16.95% |
Financial Services | 0.36% | 0.00% | 4.98% | 20.34% |
Basic Materials | 0.28% | 0.00% | 4.68% | 10.17% |
Healthcare | 0.05% | 0.00% | 3.34% | 8.47% |
Real Estate | 0.00% | 0.00% | 13.29% | 50.85% |
Consumer Defense | 0.00% | 0.00% | 0.56% | 35.59% |
Consumer Cyclical | 0.00% | 0.00% | 2.09% | 33.90% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | XGUTX % Rank | |
---|---|---|---|---|
US | 72.58% | 17.29% | 99.93% | 94.92% |
Non US | 18.71% | 0.00% | 47.25% | 23.73% |
XGUTX - Expenses
Operational Fees
XGUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.75% | 0.08% | 2.50% | 13.56% |
Management Fee | 1.00% | 0.03% | 1.00% | 93.22% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | N/A | 0.04% | 0.26% | N/A |
Sales Fees
XGUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 3.50% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 4.00% | N/A |
Trading Fees
XGUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 2.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
XGUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 10.00% | 3.00% | 209.00% | 28.57% |
XGUTX - Distributions
Dividend Yield Analysis
XGUTX | Category Low | Category High | XGUTX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 10.00% | 94.92% |
Dividend Distribution Analysis
XGUTX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Quarterly | Quarterly | Quarterly |
Net Income Ratio Analysis
XGUTX | Category Low | Category High | XGUTX % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.61% | 0.31% | 7.85% | 69.49% |
Capital Gain Distribution Analysis
XGUTX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Monthly | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Jun 21, 2019 | $0.050 | OrdinaryDividend |
May 23, 2019 | $0.050 | OrdinaryDividend |
Apr 23, 2019 | $0.050 | OrdinaryDividend |
Mar 22, 2019 | $0.050 | OrdinaryDividend |
Feb 21, 2019 | $0.050 | OrdinaryDividend |
Jan 24, 2019 | $0.050 | OrdinaryDividend |
Dec 14, 2018 | $0.050 | OrdinaryDividend |
Nov 23, 2018 | $0.050 | OrdinaryDividend |
Oct 24, 2018 | $0.050 | OrdinaryDividend |
Sep 21, 2018 | $0.050 | OrdinaryDividend |
Aug 24, 2018 | $0.050 | OrdinaryDividend |
Jul 24, 2018 | $0.050 | OrdinaryDividend |
Jun 22, 2018 | $0.050 | OrdinaryDividend |
May 23, 2018 | $0.050 | OrdinaryDividend |
Apr 23, 2018 | $0.050 | OrdinaryDividend |
Mar 22, 2018 | $0.050 | OrdinaryDividend |
Feb 21, 2018 | $0.050 | OrdinaryDividend |
Jan 24, 2018 | $0.050 | OrdinaryDividend |
Dec 15, 2017 | $0.050 | OrdinaryDividend |
Nov 22, 2017 | $0.050 | OrdinaryDividend |
Oct 24, 2017 | $0.050 | OrdinaryDividend |
Sep 22, 2017 | $0.050 | OrdinaryDividend |
Aug 24, 2017 | $0.050 | OrdinaryDividend |
Jul 24, 2017 | $0.050 | OrdinaryDividend |
Jun 23, 2017 | $0.050 | OrdinaryDividend |
May 23, 2017 | $0.050 | OrdinaryDividend |
Apr 21, 2017 | $0.050 | OrdinaryDividend |
Mar 24, 2017 | $0.050 | OrdinaryDividend |
Feb 21, 2017 | $0.050 | OrdinaryDividend |
Jan 24, 2017 | $0.050 | OrdinaryDividend |
Dec 16, 2016 | $0.050 | OrdinaryDividend |
Nov 22, 2016 | $0.050 | OrdinaryDividend |
Oct 24, 2016 | $0.050 | OrdinaryDividend |
Sep 23, 2016 | $0.050 | OrdinaryDividend |
Aug 24, 2016 | $0.050 | OrdinaryDividend |
Jul 22, 2016 | $0.050 | OrdinaryDividend |
Jun 23, 2016 | $0.050 | OrdinaryDividend |
May 23, 2016 | $0.050 | OrdinaryDividend |
Apr 22, 2016 | $0.050 | OrdinaryDividend |
Mar 23, 2016 | $0.050 | OrdinaryDividend |
Feb 22, 2016 | $0.050 | OrdinaryDividend |
Jan 22, 2016 | $0.050 | OrdinaryDividend |
Dec 18, 2015 | $0.050 | OrdinaryDividend |
Nov 20, 2015 | $0.050 | OrdinaryDividend |
Oct 23, 2015 | $0.050 | OrdinaryDividend |
Sep 23, 2015 | $0.050 | OrdinaryDividend |
Aug 24, 2015 | $0.050 | OrdinaryDividend |
Jul 24, 2015 | $0.050 | OrdinaryDividend |
Jun 23, 2015 | $0.050 | OrdinaryDividend |
May 21, 2015 | $0.050 | OrdinaryDividend |
Apr 23, 2015 | $0.050 | OrdinaryDividend |
Mar 24, 2015 | $0.050 | OrdinaryDividend |
Feb 20, 2015 | $0.050 | OrdinaryDividend |
Jan 23, 2015 | $0.050 | OrdinaryDividend |
Dec 19, 2014 | $0.050 | OrdinaryDividend |
Nov 20, 2014 | $0.050 | OrdinaryDividend |
Oct 24, 2014 | $0.050 | OrdinaryDividend |
Sep 23, 2014 | $0.050 | OrdinaryDividend |
Aug 22, 2014 | $0.050 | OrdinaryDividend |
Jul 24, 2014 | $0.050 | OrdinaryDividend |
Jun 23, 2014 | $0.050 | OrdinaryDividend |
May 22, 2014 | $0.050 | OrdinaryDividend |
Apr 23, 2014 | $0.050 | OrdinaryDividend |
Mar 24, 2014 | $0.050 | OrdinaryDividend |
Feb 21, 2014 | $0.050 | OrdinaryDividend |
Jan 24, 2014 | $0.050 | OrdinaryDividend |
Dec 19, 2013 | $0.050 | OrdinaryDividend |
Nov 21, 2013 | $0.050 | OrdinaryDividend |
Oct 24, 2013 | $0.050 | OrdinaryDividend |
Sep 23, 2013 | $0.050 | OrdinaryDividend |
Aug 23, 2013 | $0.050 | OrdinaryDividend |
Jul 24, 2013 | $0.050 | OrdinaryDividend |
Jun 21, 2013 | $0.050 | OrdinaryDividend |
May 23, 2013 | $0.050 | OrdinaryDividend |
Apr 23, 2013 | $0.050 | OrdinaryDividend |
Mar 21, 2013 | $0.050 | OrdinaryDividend |
Feb 21, 2013 | $0.050 | OrdinaryDividend |
Jan 24, 2013 | $0.050 | OrdinaryDividend |
Dec 20, 2012 | $0.050 | OrdinaryDividend |
Nov 23, 2012 | $0.050 | OrdinaryDividend |
Oct 24, 2012 | $0.050 | OrdinaryDividend |
Sep 21, 2012 | $0.050 | OrdinaryDividend |
Aug 24, 2012 | $0.050 | OrdinaryDividend |
Jul 24, 2012 | $0.050 | OrdinaryDividend |
Jun 22, 2012 | $0.050 | OrdinaryDividend |
May 23, 2012 | $0.050 | OrdinaryDividend |
Apr 23, 2012 | $0.050 | OrdinaryDividend |
Mar 23, 2012 | $0.050 | OrdinaryDividend |
Feb 22, 2012 | $0.050 | OrdinaryDividend |
Jan 24, 2012 | $0.050 | OrdinaryDividend |
Dec 16, 2011 | $0.050 | OrdinaryDividend |
Nov 22, 2011 | $0.050 | OrdinaryDividend |
Oct 24, 2011 | $0.050 | OrdinaryDividend |
Sep 23, 2011 | $0.050 | OrdinaryDividend |
Aug 24, 2011 | $0.050 | OrdinaryDividend |
Jul 22, 2011 | $0.050 | OrdinaryDividend |
Jun 23, 2011 | $0.050 | OrdinaryDividend |
May 23, 2011 | $0.050 | OrdinaryDividend |
Apr 21, 2011 | $0.050 | OrdinaryDividend |
Mar 24, 2011 | $0.050 | OrdinaryDividend |
Feb 18, 2011 | $0.050 | OrdinaryDividend |
Jan 24, 2011 | $0.050 | OrdinaryDividend |
Dec 17, 2010 | $0.060 | OrdinaryDividend |
Nov 22, 2010 | $0.060 | OrdinaryDividend |
Oct 27, 2010 | $0.060 | OrdinaryDividend |
Sep 23, 2010 | $0.060 | OrdinaryDividend |
Aug 24, 2010 | $0.060 | OrdinaryDividend |
Jul 23, 2010 | $0.060 | OrdinaryDividend |
Jun 23, 2010 | $0.060 | OrdinaryDividend |
May 24, 2010 | $0.060 | OrdinaryDividend |
Apr 23, 2010 | $0.060 | OrdinaryDividend |
Mar 24, 2010 | $0.060 | OrdinaryDividend |
Feb 19, 2010 | $0.060 | OrdinaryDividend |
Jan 22, 2010 | $0.060 | OrdinaryDividend |
Dec 17, 2009 | $0.060 | OrdinaryDividend |
Nov 20, 2009 | $0.060 | OrdinaryDividend |
Oct 23, 2009 | $0.060 | OrdinaryDividend |
Sep 23, 2009 | $0.060 | OrdinaryDividend |
Aug 24, 2009 | $0.060 | OrdinaryDividend |
Jul 24, 2009 | $0.060 | OrdinaryDividend |
Jun 23, 2009 | $0.060 | OrdinaryDividend |
May 21, 2009 | $0.060 | OrdinaryDividend |
Apr 23, 2009 | $0.060 | OrdinaryDividend |
Mar 24, 2009 | $0.060 | OrdinaryDividend |
Feb 20, 2009 | $0.060 | OrdinaryDividend |
Jan 23, 2009 | $0.060 | OrdinaryDividend |
Dec 17, 2008 | $0.060 | OrdinaryDividend |
Nov 21, 2008 | $0.060 | OrdinaryDividend |
Oct 27, 2008 | $0.060 | OrdinaryDividend |
Sep 24, 2008 | $0.060 | OrdinaryDividend |
Aug 25, 2008 | $0.060 | OrdinaryDividend |
Jul 25, 2008 | $0.060 | OrdinaryDividend |
Jun 24, 2008 | $0.060 | OrdinaryDividend |
May 23, 2008 | $0.060 | OrdinaryDividend |
Apr 24, 2008 | $0.060 | OrdinaryDividend |
Mar 25, 2008 | $0.060 | OrdinaryDividend |
Feb 25, 2008 | $0.060 | OrdinaryDividend |
Jan 25, 2008 | $0.060 | OrdinaryDividend |
Dec 17, 2007 | $0.060 | OrdinaryDividend |
Nov 26, 2007 | $0.060 | OrdinaryDividend |
Oct 25, 2007 | $0.060 | OrdinaryDividend |
Sep 24, 2007 | $0.060 | OrdinaryDividend |
Aug 27, 2007 | $0.060 | OrdinaryDividend |
Jul 25, 2007 | $0.060 | OrdinaryDividend |
Jun 25, 2007 | $0.060 | OrdinaryDividend |
May 24, 2007 | $0.060 | OrdinaryDividend |
Apr 24, 2007 | $0.060 | OrdinaryDividend |
Mar 26, 2007 | $0.060 | OrdinaryDividend |
Feb 22, 2007 | $0.060 | OrdinaryDividend |
Jan 25, 2007 | $0.060 | OrdinaryDividend |
Dec 18, 2006 | $0.060 | OrdinaryDividend |
Nov 24, 2006 | $0.060 | OrdinaryDividend |
Oct 25, 2006 | $0.060 | OrdinaryDividend |
Sep 25, 2006 | $0.060 | OrdinaryDividend |
Aug 25, 2006 | $0.060 | OrdinaryDividend |
Jul 25, 2006 | $0.060 | OrdinaryDividend |
Jun 26, 2006 | $0.060 | OrdinaryDividend |
May 24, 2006 | $0.060 | OrdinaryDividend |
Apr 24, 2006 | $0.060 | OrdinaryDividend |
Mar 27, 2006 | $0.060 | OrdinaryDividend |
Feb 22, 2006 | $0.060 | OrdinaryDividend |
Jan 25, 2006 | $0.060 | OrdinaryDividend |
Dec 23, 2005 | $0.060 | OrdinaryDividend |
Nov 23, 2005 | $0.060 | OrdinaryDividend |
Oct 25, 2005 | $0.060 | OrdinaryDividend |
Sep 26, 2005 | $0.060 | OrdinaryDividend |
Aug 25, 2005 | $0.060 | OrdinaryDividend |
Jul 25, 2005 | $0.060 | OrdinaryDividend |
Jun 24, 2005 | $0.060 | OrdinaryDividend |
May 24, 2005 | $0.060 | OrdinaryDividend |
Apr 25, 2005 | $0.060 | OrdinaryDividend |
Mar 24, 2005 | $0.060 | OrdinaryDividend |
Feb 22, 2005 | $0.060 | OrdinaryDividend |
Jan 25, 2005 | $0.060 | OrdinaryDividend |
Dec 27, 2004 | $0.060 | OrdinaryDividend |
Nov 29, 2004 | $0.060 | OrdinaryDividend |
Oct 25, 2004 | $0.060 | OrdinaryDividend |
Sep 24, 2004 | $0.060 | OrdinaryDividend |
Aug 25, 2004 | $0.060 | OrdinaryDividend |
Jul 26, 2004 | $0.060 | OrdinaryDividend |
Jun 24, 2004 | $0.060 | OrdinaryDividend |
May 24, 2004 | $0.060 | OrdinaryDividend |
Apr 26, 2004 | $0.060 | OrdinaryDividend |
Mar 25, 2004 | $0.060 | OrdinaryDividend |
Feb 23, 2004 | $0.060 | OrdinaryDividend |
Jan 26, 2004 | $0.060 | OrdinaryDividend |
Dec 24, 2003 | $0.060 | OrdinaryDividend |
Nov 24, 2003 | $0.060 | OrdinaryDividend |
Oct 27, 2003 | $0.060 | OrdinaryDividend |
Sep 24, 2003 | $0.060 | OrdinaryDividend |
Aug 25, 2003 | $0.060 | OrdinaryDividend |
Jul 25, 2003 | $0.060 | OrdinaryDividend |
Jun 24, 2003 | $0.060 | OrdinaryDividend |
May 23, 2003 | $0.060 | OrdinaryDividend |
Apr 24, 2003 | $0.060 | OrdinaryDividend |
Mar 25, 2003 | $0.060 | OrdinaryDividend |
Feb 24, 2003 | $0.060 | OrdinaryDividend |
Jan 27, 2003 | $0.060 | OrdinaryDividend |
Dec 24, 2002 | $0.060 | OrdinaryDividend |
Nov 22, 2002 | $0.060 | OrdinaryDividend |
Oct 25, 2002 | $0.060 | OrdinaryDividend |
Sep 24, 2002 | $0.060 | OrdinaryDividend |
Aug 26, 2002 | $0.060 | OrdinaryDividend |
Jul 25, 2002 | $0.060 | OrdinaryDividend |
Jun 26, 2002 | $0.060 | OrdinaryDividend |
May 24, 2002 | $0.060 | OrdinaryDividend |
Apr 24, 2002 | $0.060 | OrdinaryDividend |
Mar 25, 2002 | $0.060 | OrdinaryDividend |
Feb 22, 2002 | $0.060 | OrdinaryDividend |
Jan 25, 2002 | $0.060 | OrdinaryDividend |
Dec 27, 2001 | $0.070 | OrdinaryDividend |
Nov 28, 2001 | $0.060 | OrdinaryDividend |
Oct 29, 2001 | $0.060 | OrdinaryDividend |
Sep 26, 2001 | $0.050 | OrdinaryDividend |
Aug 29, 2001 | $0.050 | OrdinaryDividend |
Jul 27, 2001 | $0.050 | OrdinaryDividend |
Jun 29, 2001 | $0.050 | OrdinaryDividend |
May 29, 2001 | $0.050 | OrdinaryDividend |
Apr 30, 2001 | $0.050 | OrdinaryDividend |
Mar 28, 2001 | $0.050 | OrdinaryDividend |
Feb 26, 2001 | $0.050 | OrdinaryDividend |
Jan 29, 2001 | $0.050 | OrdinaryDividend |
Jan 08, 2001 | $0.200 | ExtraDividend |
Dec 27, 2000 | $0.250 | OrdinaryDividend |
Nov 28, 2000 | $0.050 | OrdinaryDividend |
Oct 27, 2000 | $0.050 | OrdinaryDividend |
Sep 27, 2000 | $0.050 | OrdinaryDividend |
Aug 29, 2000 | $0.050 | OrdinaryDividend |
Jul 27, 2000 | $0.050 | OrdinaryDividend |
Jun 28, 2000 | $0.050 | OrdinaryDividend |
May 25, 2000 | $0.050 | OrdinaryDividend |
Apr 26, 2000 | $0.050 | OrdinaryDividend |
Mar 31, 2000 | $0.050 | OrdinaryDividend |
Feb 25, 2000 | $0.050 | OrdinaryDividend |
Jan 27, 2000 | $0.050 | OrdinaryDividend |
Dec 27, 1999 | $0.050 | OrdinaryDividend |
Nov 30, 1999 | $0.050 | OrdinaryDividend |
Oct 29, 1999 | $0.050 | OrdinaryDividend |
XGUTX - Fund Manager Analysis
Managers
Mario Gabelli
Start Date
Tenure
Tenure Rank
Jul 09, 1999
22.91
22.9%
Mario Gabelli is the Founder, Chairman and Chief Investment Officer. Mr. Gabelli is one of the most respected investors in the United States and is a leading proponent of value investing. His proprietary Private Market Value with a Catalyst™ methodology has become an analytical standard in the value investing community. He holds an MBA from Columbia University Graduate School of Business, and is a summa cum laude BS graduate from Fordham University. Mr. Gabelli is a Chartered Financial Analyst. He is a member of the board of overseers of Columbia University Graduate School of Business.
Timothy Winter
Start Date
Tenure
Tenure Rank
Jul 01, 2021
0.92
0.9%
Mr. Timothy M. Winter, CFA, joined Gabelli & Company in April of 2009 and covers the utility industry. He has over 20 years’ experience as an equity research analyst covering this industry, including the years 1992-2007 at AG Edwards from where he received industry recognition as a 3 time Wall Street Journal All-Star and was a senior member of the Institutional Investor (I.I.) #1 ranked Electric Utility Team for the years 2001, 2002, 2003, 2004 and 2005. He was most recently recognized in the 2017 Thomson Reuters US Analyst Awards as a “Top Stock Picker” in the gas utility industry. Mr. Winter received his B.A. in Economics in 1991 from Rollins College and M.B.A. in Finance from Notre Dame in 1992.
Brett Kearney
Start Date
Tenure
Tenure Rank
Jul 01, 2021
0.92
0.9%
Brett Kearney joined GAMCO Investors, Inc. as a research analyst in 2017. Mr. Kearney graduated from Washington and Lee University with a BS in Business Administration, and received an MBA from the Value Investing Program at Columbia Business School. He is a Chartered Financial Analyst.
Justin Bergner
Start Date
Tenure
Tenure Rank
Jul 01, 2021
0.92
0.9%
Justin Bergner, CFA, is currently a portfolio manager for the Adviser and a Vice President at Gabelli & Company, having rejoined Gabelli & Company in June 2013 as a research analyst covering Diversified Industrials, Home Improvement, and Transport companies. He began his investment career at Gabelli & Company in 2005 as a metals and mining analyst, and subsequently spent five years at Axiom International Investors as a senior analyst focused on industrial and healthcare stocks. Before entering the investment profession, Justin worked in management consulting at both Bain & Company and Dean & Company. Justin graduated cum laude from Yale University with a B.A. in Economics & Mathematics and received an M.B.A. in Finance and Accounting from Wharton Business School.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.07 | 23.43 | 10.19 | 8.09 |