Gabelli Dividend & Income Trust
Name
As of 03/26/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
5.9%
1 yr return
14.7%
3 Yr Avg Return
0.0%
5 Yr Avg Return
3.6%
Net Assets
$2.34 B
Holdings in Top 10
17.3%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.30%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 12.00%
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
XGDVX - Profile
Distributions
- YTD Total Return 5.9%
- 3 Yr Annualized Total Return 0.0%
- 5 Yr Annualized Total Return 3.6%
- Capital Gain Distribution Frequency N/A
- Net Income Ratio 0.62%
- Dividend Yield 0.0%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameGabelli Dividend & Income Trust
-
Fund Family NameGabelli
-
Inception DateDec 09, 2003
-
Shares Outstanding90402079
-
Share ClassOther
-
CurrencyUSD
-
Domiciled CountryUnited States
-
ManagerChristopher Marangi
Fund Description
XGDVX - Performance
Return Ranking - Trailing
Period | XGDVX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 5.9% | 0.3% | 17.0% | 90.46% |
1 Yr | 14.7% | 3.7% | 53.6% | 97.37% |
3 Yr | 0.0%* | -10.3% | 30.6% | 98.46% |
5 Yr | 3.6%* | -7.9% | 109.2% | 99.56% |
10 Yr | 4.3%* | 0.4% | 21.0% | 99.28% |
* Annualized
Return Ranking - Calendar
Period | XGDVX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.3% | -42.6% | 47.4% | 91.09% |
2022 | -19.0% | -56.3% | -4.2% | 24.66% |
2021 | 18.8% | -27.2% | 53.7% | 42.45% |
2020 | 3.7% | -36.2% | 2181.7% | 88.11% |
2019 | 17.6% | -22.7% | 40.4% | 79.15% |
Total Return Ranking - Trailing
Period | XGDVX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 5.9% | 0.3% | 17.0% | 90.46% |
1 Yr | 14.7% | 3.7% | 53.6% | 97.37% |
3 Yr | 0.0%* | -10.3% | 30.6% | 98.46% |
5 Yr | 3.6%* | -7.9% | 109.2% | 99.56% |
10 Yr | 4.3%* | 0.4% | 21.0% | 99.28% |
* Annualized
Total Return Ranking - Calendar
Period | XGDVX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 6.3% | -5.0% | 47.4% | 98.33% |
2022 | -19.0% | -36.8% | -2.2% | 65.92% |
2021 | 18.8% | 3.0% | 124.3% | 93.59% |
2020 | 3.7% | -15.8% | 2266.0% | 98.40% |
2019 | 21.0% | -0.4% | 241.3% | 97.00% |
NAV & Total Return History
XGDVX - Holdings
Concentration Analysis
XGDVX | Category Low | Category High | XGDVX % Rank | |
---|---|---|---|---|
Net Assets | 2.34 B | 2.59 M | 1.55 T | 39.48% |
Number of Holdings | 518 | 1 | 4053 | 10.16% |
Net Assets in Top 10 | 496 M | 885 K | 387 B | 46.13% |
Weighting of Top 10 | 17.33% | 0.3% | 112.0% | 97.57% |
Top 10 Holdings
- United States Treasury Bills 0.04451% 4.41%
- Swedish Match AB 3.03%
- Swedish Match AB 3.03%
- Swedish Match AB 3.03%
- Swedish Match AB 3.03%
- Swedish Match AB 3.03%
- Swedish Match AB 3.03%
- Swedish Match AB 3.03%
- Swedish Match AB 3.03%
- Swedish Match AB 3.03%
Asset Allocation
Weighting | Return Low | Return High | XGDVX % Rank | |
---|---|---|---|---|
Stocks | 95.80% | 0.00% | 124.03% | 87.72% |
Cash | 2.88% | 0.00% | 99.06% | 22.05% |
Bonds | 0.66% | -0.50% | 94.15% | 3.67% |
Preferred Stocks | 0.61% | 0.00% | 2.38% | 0.39% |
Convertible Bonds | 0.05% | 0.00% | 5.54% | 3.92% |
Other | 0.00% | -13.91% | 100.00% | 54.34% |
Stock Sector Breakdown
Weighting | Return Low | Return High | XGDVX % Rank | |
---|---|---|---|---|
Financial Services | 18.68% | 0.00% | 55.59% | 10.66% |
Consumer Defense | 14.15% | 0.00% | 47.71% | 3.66% |
Industrials | 13.94% | 0.00% | 29.90% | 10.82% |
Healthcare | 12.41% | 0.00% | 60.70% | 83.45% |
Communication Services | 10.83% | 0.00% | 27.94% | 12.41% |
Technology | 9.94% | 0.00% | 48.94% | 95.39% |
Consumer Cyclical | 6.98% | 0.00% | 30.33% | 87.59% |
Energy | 4.96% | 0.00% | 41.64% | 25.30% |
Basic Materials | 4.68% | 0.00% | 25.70% | 13.84% |
Utilities | 3.02% | 0.00% | 20.91% | 24.66% |
Real Estate | 0.40% | 0.00% | 31.91% | 84.49% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | XGDVX % Rank | |
---|---|---|---|---|
US | 79.33% | 0.00% | 124.03% | 96.72% |
Non US | 16.47% | 0.00% | 62.81% | 0.86% |
Bond Sector Breakdown
Weighting | Return Low | Return High | XGDVX % Rank | |
---|---|---|---|---|
Cash & Equivalents | 68.45% | 0.00% | 100.00% | 6.11% |
Corporate | 15.79% | 0.00% | 100.00% | 5.25% |
Government | 15.77% | 0.00% | 100.00% | 2.95% |
Derivative | 0.00% | -7.59% | 18.04% | 55.29% |
Securitized | 0.00% | 0.00% | 52.16% | 47.83% |
Municipal | 0.00% | 0.00% | 2.10% | 47.33% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | XGDVX % Rank | |
---|---|---|---|---|
US | 0.66% | -0.50% | 93.78% | 3.67% |
Non US | 0.00% | 0.00% | 11.16% | 32.84% |
XGDVX - Expenses
Operational Fees
XGDVX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.30% | 0.01% | 16.07% | 21.87% |
Management Fee | 1.00% | 0.00% | 1.89% | 96.62% |
12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
Administrative Fee | N/A | 0.00% | 0.85% | N/A |
Sales Fees
XGDVX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 1.00% | 5.75% | N/A |
Deferred Load | N/A | 1.00% | 5.00% | N/A |
Trading Fees
XGDVX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.25% | 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.
XGDVX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 12.00% | 0.00% | 496.00% | 25.30% |
XGDVX - Distributions
Dividend Yield Analysis
XGDVX | Category Low | Category High | XGDVX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 25.10% | 93.73% |
Dividend Distribution Analysis
XGDVX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Quarterly | Semi-Annually |
Net Income Ratio Analysis
XGDVX | Category Low | Category High | XGDVX % Rank | |
---|---|---|---|---|
Net Income Ratio | 0.62% | -54.00% | 6.06% | 53.63% |
Capital Gain Distribution Analysis
XGDVX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Quarterly | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Jun 21, 2019 | $0.110 | OrdinaryDividend |
May 23, 2019 | $0.110 | OrdinaryDividend |
Apr 23, 2019 | $0.110 | OrdinaryDividend |
Mar 22, 2019 | $0.110 | OrdinaryDividend |
Feb 21, 2019 | $0.110 | OrdinaryDividend |
Jan 24, 2019 | $0.110 | OrdinaryDividend |
Dec 14, 2018 | $0.110 | OrdinaryDividend |
Nov 23, 2018 | $0.110 | OrdinaryDividend |
Oct 24, 2018 | $0.110 | OrdinaryDividend |
Sep 21, 2018 | $0.110 | OrdinaryDividend |
Aug 24, 2018 | $0.110 | OrdinaryDividend |
Jul 24, 2018 | $0.110 | OrdinaryDividend |
Jun 22, 2018 | $0.110 | OrdinaryDividend |
May 23, 2018 | $0.110 | OrdinaryDividend |
Apr 23, 2018 | $0.110 | OrdinaryDividend |
Mar 22, 2018 | $0.110 | OrdinaryDividend |
Feb 21, 2018 | $0.110 | OrdinaryDividend |
Jan 24, 2018 | $0.110 | OrdinaryDividend |
Dec 15, 2017 | $0.110 | OrdinaryDividend |
Nov 22, 2017 | $0.110 | OrdinaryDividend |
Oct 24, 2017 | $0.110 | OrdinaryDividend |
Sep 22, 2017 | $0.110 | OrdinaryDividend |
Aug 24, 2017 | $0.110 | OrdinaryDividend |
Jul 24, 2017 | $0.110 | OrdinaryDividend |
Jun 23, 2017 | $0.110 | OrdinaryDividend |
May 23, 2017 | $0.110 | OrdinaryDividend |
Apr 21, 2017 | $0.110 | OrdinaryDividend |
Mar 24, 2017 | $0.110 | OrdinaryDividend |
Feb 21, 2017 | $0.110 | OrdinaryDividend |
Jan 24, 2017 | $0.110 | OrdinaryDividend |
Dec 16, 2016 | $0.110 | OrdinaryDividend |
Nov 22, 2016 | $0.110 | OrdinaryDividend |
Oct 24, 2016 | $0.110 | OrdinaryDividend |
Sep 23, 2016 | $0.110 | OrdinaryDividend |
Aug 24, 2016 | $0.110 | OrdinaryDividend |
Jul 22, 2016 | $0.110 | OrdinaryDividend |
Jun 23, 2016 | $0.110 | OrdinaryDividend |
May 23, 2016 | $0.110 | OrdinaryDividend |
Apr 22, 2016 | $0.110 | OrdinaryDividend |
Mar 23, 2016 | $0.110 | OrdinaryDividend |
Feb 22, 2016 | $0.110 | OrdinaryDividend |
Jan 22, 2016 | $0.110 | OrdinaryDividend |
Dec 18, 2015 | $0.110 | OrdinaryDividend |
Nov 20, 2015 | $0.110 | OrdinaryDividend |
Oct 23, 2015 | $0.110 | OrdinaryDividend |
Sep 23, 2015 | $0.110 | OrdinaryDividend |
Aug 24, 2015 | $0.100 | OrdinaryDividend |
Jul 24, 2015 | $0.100 | OrdinaryDividend |
Jun 23, 2015 | $0.100 | OrdinaryDividend |
May 21, 2015 | $0.100 | OrdinaryDividend |
Apr 23, 2015 | $0.100 | OrdinaryDividend |
Mar 24, 2015 | $0.100 | OrdinaryDividend |
Feb 20, 2015 | $0.100 | OrdinaryDividend |
Jan 23, 2015 | $0.100 | OrdinaryDividend |
Dec 19, 2014 | $0.100 | OrdinaryDividend |
Nov 20, 2014 | $0.100 | OrdinaryDividend |
Oct 24, 2014 | $0.100 | OrdinaryDividend |
Sep 23, 2014 | $0.100 | OrdinaryDividend |
Aug 22, 2014 | $0.100 | OrdinaryDividend |
Jul 24, 2014 | $0.100 | OrdinaryDividend |
Jun 23, 2014 | $0.095 | OrdinaryDividend |
May 22, 2014 | $0.095 | OrdinaryDividend |
Apr 23, 2014 | $0.095 | OrdinaryDividend |
Mar 24, 2014 | $0.095 | OrdinaryDividend |
Feb 21, 2014 | $0.085 | OrdinaryDividend |
Jan 24, 2014 | $0.085 | OrdinaryDividend |
Dec 19, 2013 | $0.085 | OrdinaryDividend |
Nov 21, 2013 | $0.085 | OrdinaryDividend |
Oct 24, 2013 | $0.085 | OrdinaryDividend |
Sep 23, 2013 | $0.085 | OrdinaryDividend |
Aug 23, 2013 | $0.085 | OrdinaryDividend |
Jul 24, 2013 | $0.085 | OrdinaryDividend |
Jun 21, 2013 | $0.085 | OrdinaryDividend |
May 23, 2013 | $0.076 | OrdinaryDividend |
Apr 23, 2013 | $0.076 | OrdinaryDividend |
Mar 21, 2013 | $0.076 | OrdinaryDividend |
Feb 21, 2013 | $0.076 | OrdinaryDividend |
Jan 24, 2013 | $0.076 | OrdinaryDividend |
Dec 20, 2012 | $0.076 | OrdinaryDividend |
Nov 23, 2012 | $0.076 | OrdinaryDividend |
Oct 24, 2012 | $0.076 | OrdinaryDividend |
Sep 21, 2012 | $0.076 | OrdinaryDividend |
Aug 24, 2012 | $0.076 | OrdinaryDividend |
Jul 24, 2012 | $0.076 | OrdinaryDividend |
Jun 22, 2012 | $0.076 | OrdinaryDividend |
May 23, 2012 | $0.076 | OrdinaryDividend |
Apr 23, 2012 | $0.076 | OrdinaryDividend |
Mar 23, 2012 | $0.076 | OrdinaryDividend |
Feb 22, 2012 | $0.076 | OrdinaryDividend |
Jan 24, 2012 | $0.076 | OrdinaryDividend |
Dec 16, 2011 | $0.076 | OrdinaryDividend |
Nov 22, 2011 | $0.076 | OrdinaryDividend |
Oct 24, 2011 | $0.076 | OrdinaryDividend |
Sep 23, 2011 | $0.076 | OrdinaryDividend |
Aug 24, 2011 | $0.076 | OrdinaryDividend |
Jul 22, 2011 | $0.076 | OrdinaryDividend |
Jun 23, 2011 | $0.066 | OrdinaryDividend |
May 23, 2011 | $0.066 | OrdinaryDividend |
Apr 21, 2011 | $0.066 | OrdinaryDividend |
Mar 24, 2011 | $0.066 | OrdinaryDividend |
Feb 18, 2011 | $0.066 | OrdinaryDividend |
Jan 24, 2011 | $0.066 | OrdinaryDividend |
Dec 17, 2010 | $0.066 | OrdinaryDividend |
Nov 22, 2010 | $0.066 | OrdinaryDividend |
Oct 22, 2010 | $0.066 | OrdinaryDividend |
Sep 23, 2010 | $0.066 | OrdinaryDividend |
Aug 24, 2010 | $0.057 | OrdinaryDividend |
Jul 23, 2010 | $0.057 | OrdinaryDividend |
Jun 23, 2010 | $0.057 | OrdinaryDividend |
May 24, 2010 | $0.057 | OrdinaryDividend |
Apr 23, 2010 | $0.057 | OrdinaryDividend |
Mar 24, 2010 | $0.057 | OrdinaryDividend |
Feb 19, 2010 | $0.057 | OrdinaryDividend |
Jan 22, 2010 | $0.057 | OrdinaryDividend |
Dec 17, 2009 | $0.057 | OrdinaryDividend |
Nov 20, 2009 | $0.057 | OrdinaryDividend |
Oct 23, 2009 | $0.057 | OrdinaryDividend |
Sep 23, 2009 | $0.057 | OrdinaryDividend |
Aug 24, 2009 | $0.057 | OrdinaryDividend |
Jul 24, 2009 | $0.057 | OrdinaryDividend |
Jun 23, 2009 | $0.095 | OrdinaryDividend |
May 21, 2009 | $0.095 | OrdinaryDividend |
Apr 23, 2009 | $0.095 | OrdinaryDividend |
Mar 24, 2009 | $0.104 | OrdinaryDividend |
Feb 20, 2009 | $0.104 | OrdinaryDividend |
Jan 23, 2009 | $0.104 | OrdinaryDividend |
Dec 17, 2008 | $0.104 | OrdinaryDividend |
Nov 21, 2008 | $0.104 | OrdinaryDividend |
Oct 27, 2008 | $0.104 | OrdinaryDividend |
Sep 24, 2008 | $0.104 | OrdinaryDividend |
Aug 25, 2008 | $0.104 | OrdinaryDividend |
Jul 25, 2008 | $0.104 | OrdinaryDividend |
Jun 24, 2008 | $0.104 | OrdinaryDividend |
May 23, 2008 | $0.095 | OrdinaryDividend |
Apr 24, 2008 | $0.095 | OrdinaryDividend |
Mar 25, 2008 | $0.104 | OrdinaryDividend |
Feb 25, 2008 | $0.095 | OrdinaryDividend |
Jan 25, 2008 | $0.095 | OrdinaryDividend |
Dec 17, 2007 | $0.398 | ExtraDividend |
Nov 26, 2007 | $0.093 | OrdinaryDividend |
Oct 25, 2007 | $0.093 | OrdinaryDividend |
Sep 24, 2007 | $0.102 | OrdinaryDividend |
Aug 27, 2007 | $0.093 | OrdinaryDividend |
Jul 25, 2007 | $0.093 | OrdinaryDividend |
Jun 25, 2007 | $0.102 | OrdinaryDividend |
May 24, 2007 | $0.093 | OrdinaryDividend |
Apr 24, 2007 | $0.093 | OrdinaryDividend |
Mar 26, 2007 | $0.102 | OrdinaryDividend |
Feb 22, 2007 | $0.093 | OrdinaryDividend |
Jan 25, 2007 | $0.093 | OrdinaryDividend |
Jan 08, 2007 | $0.084 | ExtraDividend |
Dec 18, 2006 | $0.231 | ExtraDividend |
Nov 24, 2006 | $0.091 | OrdinaryDividend |
Oct 25, 2006 | $0.091 | OrdinaryDividend |
Sep 25, 2006 | $0.091 | OrdinaryDividend |
Aug 25, 2006 | $0.091 | OrdinaryDividend |
Jul 25, 2006 | $0.091 | OrdinaryDividend |
Jun 26, 2006 | $0.091 | OrdinaryDividend |
May 24, 2006 | $0.091 | OrdinaryDividend |
Apr 24, 2006 | $0.091 | OrdinaryDividend |
Mar 27, 2006 | $0.091 | OrdinaryDividend |
Feb 22, 2006 | $0.091 | OrdinaryDividend |
Jan 25, 2006 | $0.091 | OrdinaryDividend |
Dec 23, 2005 | $0.091 | OrdinaryDividend |
Nov 23, 2005 | $0.091 | OrdinaryDividend |
Oct 25, 2005 | $0.091 | OrdinaryDividend |
Sep 26, 2005 | $0.091 | OrdinaryDividend |
Aug 25, 2005 | $0.091 | OrdinaryDividend |
Jul 25, 2005 | $0.091 | OrdinaryDividend |
Jun 24, 2005 | $0.091 | OrdinaryDividend |
May 24, 2005 | $0.091 | OrdinaryDividend |
Apr 25, 2005 | $0.091 | OrdinaryDividend |
Mar 24, 2005 | $0.091 | OrdinaryDividend |
Feb 22, 2005 | $0.091 | OrdinaryDividend |
Jan 25, 2005 | $0.091 | OrdinaryDividend |
Dec 27, 2004 | $0.091 | OrdinaryDividend |
Nov 23, 2004 | $0.091 | OrdinaryDividend |
Oct 25, 2004 | $0.091 | OrdinaryDividend |
Sep 24, 2004 | $0.274 | OrdinaryDividend |
Jun 24, 2004 | $0.274 | OrdinaryDividend |
Mar 25, 2004 | $0.274 | OrdinaryDividend |
XGDVX - Fund Manager Analysis
Managers
Christopher Marangi
Start Date
Tenure
Tenure Rank
Dec 31, 2012
9.42
9.4%
Christopher J. Marangi joined GAMCO in 2003 as an equity research analyst responsible for companies in the Cable, Satellite and Entertainment sectors, Mr. Marangi's experience includes 5+ years with Wellspring and JPMorgan. Mr. Marangi graduated magna cum laude and Phi Beta Kappa with a B.A. in Political Economy from Williams College and holds an M.B.A. with honors from the Columbia Graduate School of Business
Kevin Dreyer
Start Date
Tenure
Tenure Rank
Dec 31, 2012
9.42
9.4%
Mr. Dreyer, a Managing Director of GBL and Co-Chief Investment Officer of GBL’s Value Team, manages a portion of the Fund’s assets. He joined GBL in 2005 as a research analyst. Mr. Dreyer currently serves as a portfolio manager for the Adviser managing several funds within the Gabelli/GAMCO Fund Complex and GAMCO on its institutional and high net worth separate accounts team. Mr. Dreyer holds a M.B.A. from Columbia Business School and a B.S.E. from the University of Pennsylvania.
Jeffrey Jonas
Start Date
Tenure
Tenure Rank
Dec 31, 2012
9.42
9.4%
Mr. Jeffrey J. Jonas, CFA, is a co-portfolio manager. Mr. Jonas joined Gabelli & Company, Inc. in 2003 as a research analyst. Prior to his appointment as Associated Portfolio Manager, Mr. Jonas served as co-portfolio manager of GAMCO Medical Opportunities LP. Mr. Jonas was a Presidential Scholar at Boston College where he received a BS in finance and management information systems.
Sarah Donnelly
Start Date
Tenure
Tenure Rank
Sep 18, 2017
4.7
4.7%
Sarah Donnelly is a portfolio manager of Gabelli & Company, Inc., which she joined in 1999 as a research analyst. Ms. Donnelly currently follows the food and household products industries as a member of the consumer products team. She received a B.S. in Business Administration with a concentration in Finance and minor in History from Fordham University and currently serves on the advisory board of the Gabelli Center for Global Security Analysis at Fordham University.
Regina Pitaro
Start Date
Tenure
Tenure Rank
Nov 01, 2017
4.58
4.6%
Brian Sponheimer
Start Date
Tenure
Tenure Rank
Nov 01, 2017
4.58
4.6%
Mr. Brian C. Sponheimer, a Senior Vice President of GBL, serves as an associate portfolio manager of the Fund. Mr. Sponheimer joined Gabelli in 2008 as a research analyst covering automotive and trucking companies. Currently he is a Senior Vice President of GBL, a portfolio manager of Gabelli Funds, LLC, and a lead analyst on the firm’s Industrial Research team.
Howard Ward
Start Date
Tenure
Tenure Rank
May 31, 2018
4.0
4.0%
Mr. Howard F. Ward, CFA, Senior Vice President of GBL, is a portfolio manager. He joined GBL in 1995 and currently serves as GBL’s Chief Investment Officer of Growth Products. Mr. Ward is also a portfolio manager. Previously, he was managing director with Scudder, Stevens & Clark from 1982 to 1995. Prior to that, Ward was an investment officer in the institutional-investment department for four years with Brown Brothers, Harriman & Company. He is a member of the Investment Council Association of America and the New York Society of Security Analysts.
Hendi Susanto
Start Date
Tenure
Tenure Rank
Nov 01, 2020
1.58
1.6%
Mr. Hendi Susanto, Vice President of Associated Capital Group Inc., is an associate portfolio manager for the Global Mini Mites Fund. Mr. Susanto joined Gabelli in 2007 as a research analyst. He currently covers the global technology industry. Mr. Susanto received a BS degree summa cum laude from the University of Minnesota, a MS from M.I.T., and an MBA from the Wharton School of Business
Tony Bancroft
Start Date
Tenure
Tenure Rank
Feb 01, 2021
1.33
1.3%
Tony Bancroft joined Gabelli Funds in 2009 as an associate in the alternative investments division and is currently an analyst covering the aerospace and defense and environmental services sectors, with a focus on suppliers to the commercial, military and regional jet aircraft industry and waste services. He previously served in the United States Marine Corps as an F/A-18 Hornet fighter pilot. Tony graduated with distinction from the United States Naval Academy with a BS in systems engineering and holds an MBA in finance and economics from Columbia Business School.
Gordon Grender
Start Date
Tenure
Tenure Rank
Feb 01, 2021
1.33
1.3%
Grender has been associated with Global Asset Management since 1983 . Currently, he serves as director of GAM International Management Limited. Prior to joining GAM, he was with Kitcat and Aitken, London. He has been actively involved in fund management in North American stock markets since 1974.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.04 | 39.02 | 7.21 | 2.42 |