Gabelli Utility Trust
Name
As of 12/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
5.1%
1 yr return
5.8%
3 Yr Avg Return
-10.2%
5 Yr Avg Return
-9.1%
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 12/23/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
XGUTX - Profile
Distributions
- YTD Total Return 5.1%
- 3 Yr Annualized Total Return -10.2%
- 5 Yr Annualized Total Return -9.1%
- 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% | 0.7% | 47.9% | 96.61% |
1 Yr | 5.8% | 1.6% | 49.6% | 96.61% |
3 Yr | -10.2%* | -10.2% | 14.8% | 100.00% |
5 Yr | -9.1%* | -9.3% | 12.1% | 100.00% |
10 Yr | -1.9%* | -1.7% | 9.8% | 100.00% |
* Annualized
Return Ranking - Calendar
Period | XGUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | -19.5% | -20.0% | 0.8% | 96.55% |
2022 | -16.1% | -21.0% | 3.5% | 93.10% |
2021 | 5.6% | 0.2% | 26.5% | 77.59% |
2020 | -18.1% | -18.4% | 8.1% | 96.55% |
2019 | 9.1% | 7.0% | 26.2% | 84.21% |
Total Return Ranking - Trailing
Period | XGUTX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 5.1% | 0.7% | 47.9% | 96.61% |
1 Yr | 5.8% | 1.6% | 49.6% | 96.61% |
3 Yr | -10.2%* | -10.2% | 14.8% | 100.00% |
5 Yr | -9.1%* | -9.3% | 12.1% | 100.00% |
10 Yr | -1.9%* | -1.7% | 9.8% | 100.00% |
* 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% | 96.55% |
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% | 91.23% |
NAV & Total Return History
XGUTX - Holdings
Concentration Analysis
XGUTX | Category Low | Category High | XGUTX % Rank | |
---|---|---|---|---|
Net Assets | 273 M | 20.3 M | 18.2 B | 81.36% |
Number of Holdings | 215 | 19 | 221 | 6.78% |
Net Assets in Top 10 | 105 M | 5.45 M | 10.8 B | 79.66% |
Weighting of Top 10 | 30.33% | 22.9% | 72.8% | 98.31% |
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% | 0.00% | 115.46% | 98.31% |
Cash | 8.68% | -15.47% | 27.31% | 3.39% |
Preferred Stocks | 0.03% | 0.00% | 0.03% | 1.69% |
Other | 0.00% | -33.23% | 0.56% | 62.71% |
Convertible Bonds | 0.00% | 0.00% | 0.00% | 33.90% |
Bonds | 0.00% | 0.00% | 99.77% | 40.68% |
Stock Sector Breakdown
Weighting | Return Low | Return High | XGUTX % Rank | |
---|---|---|---|---|
Utilities | 70.50% | 50.08% | 100.00% | 89.83% |
Communication Services | 13.36% | 0.00% | 47.17% | 6.78% |
Energy | 9.67% | 0.00% | 26.40% | 27.12% |
Industrials | 5.04% | 0.00% | 27.59% | 20.34% |
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% | 52.54% |
Consumer Defense | 0.00% | 0.00% | 0.56% | 37.29% |
Consumer Cyclical | 0.00% | 0.00% | 2.09% | 35.59% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | XGUTX % Rank | |
---|---|---|---|---|
US | 72.58% | 0.00% | 99.92% | 94.92% |
Non US | 18.71% | 0.00% | 46.32% | 22.03% |
XGUTX - Expenses
Operational Fees
XGUTX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.75% | 0.08% | 2.43% | 11.86% |
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% | 175.00% | 28.57% |
XGUTX - Distributions
Dividend Yield Analysis
XGUTX | Category Low | Category High | XGUTX % Rank | |
---|---|---|---|---|
Dividend Yield | 0.00% | 0.00% | 9.34% | 93.22% |
Dividend Distribution Analysis
XGUTX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Annual | Quarterly | Quarterly |
Net Income Ratio Analysis
XGUTX | Category Low | Category High | XGUTX % Rank | |
---|---|---|---|---|
Net Income Ratio | 1.61% | 0.31% | 3.10% | 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 13, 2019 | $0.050 | OrdinaryDividend |
May 15, 2019 | $0.050 | OrdinaryDividend |
Apr 12, 2019 | $0.050 | OrdinaryDividend |
Mar 14, 2019 | $0.050 | OrdinaryDividend |
Feb 12, 2019 | $0.050 | OrdinaryDividend |
Jan 15, 2019 | $0.050 | OrdinaryDividend |
Dec 06, 2018 | $0.050 | OrdinaryDividend |
Nov 14, 2018 | $0.050 | OrdinaryDividend |
Oct 16, 2018 | $0.050 | OrdinaryDividend |
Sep 13, 2018 | $0.050 | OrdinaryDividend |
Aug 16, 2018 | $0.050 | OrdinaryDividend |
Jul 16, 2018 | $0.050 | OrdinaryDividend |
Jun 14, 2018 | $0.050 | OrdinaryDividend |
May 15, 2018 | $0.050 | OrdinaryDividend |
Apr 13, 2018 | $0.050 | OrdinaryDividend |
Mar 14, 2018 | $0.050 | OrdinaryDividend |
Feb 12, 2018 | $0.050 | OrdinaryDividend |
Jan 16, 2018 | $0.050 | OrdinaryDividend |
Dec 07, 2017 | $0.050 | OrdinaryDividend |
Nov 14, 2017 | $0.050 | OrdinaryDividend |
Oct 16, 2017 | $0.050 | OrdinaryDividend |
Sep 14, 2017 | $0.050 | OrdinaryDividend |
Aug 15, 2017 | $0.050 | OrdinaryDividend |
Jul 13, 2017 | $0.050 | OrdinaryDividend |
Jun 14, 2017 | $0.050 | OrdinaryDividend |
May 12, 2017 | $0.050 | OrdinaryDividend |
Apr 11, 2017 | $0.050 | OrdinaryDividend |
Mar 15, 2017 | $0.050 | OrdinaryDividend |
Feb 09, 2017 | $0.050 | OrdinaryDividend |
Jan 12, 2017 | $0.050 | OrdinaryDividend |
Dec 07, 2016 | $0.050 | OrdinaryDividend |
Nov 10, 2016 | $0.050 | OrdinaryDividend |
Oct 13, 2016 | $0.050 | OrdinaryDividend |
Sep 14, 2016 | $0.050 | OrdinaryDividend |
Aug 15, 2016 | $0.050 | OrdinaryDividend |
Jul 13, 2016 | $0.050 | OrdinaryDividend |
Jun 14, 2016 | $0.050 | OrdinaryDividend |
May 12, 2016 | $0.050 | OrdinaryDividend |
Apr 13, 2016 | $0.050 | OrdinaryDividend |
Mar 14, 2016 | $0.050 | OrdinaryDividend |
Feb 10, 2016 | $0.050 | OrdinaryDividend |
Jan 12, 2016 | $0.050 | OrdinaryDividend |
Dec 09, 2015 | $0.050 | OrdinaryDividend |
Nov 10, 2015 | $0.050 | OrdinaryDividend |
Oct 14, 2015 | $0.050 | OrdinaryDividend |
Sep 14, 2015 | $0.050 | OrdinaryDividend |
Aug 13, 2015 | $0.050 | OrdinaryDividend |
Jul 15, 2015 | $0.050 | OrdinaryDividend |
Jun 12, 2015 | $0.050 | OrdinaryDividend |
May 12, 2015 | $0.050 | OrdinaryDividend |
Apr 14, 2015 | $0.050 | OrdinaryDividend |
Mar 13, 2015 | $0.050 | OrdinaryDividend |
Feb 10, 2015 | $0.050 | OrdinaryDividend |
Jan 13, 2015 | $0.050 | OrdinaryDividend |
Dec 10, 2014 | $0.050 | OrdinaryDividend |
Nov 10, 2014 | $0.050 | OrdinaryDividend |
Oct 15, 2014 | $0.050 | OrdinaryDividend |
Sep 12, 2014 | $0.050 | OrdinaryDividend |
Aug 13, 2014 | $0.050 | OrdinaryDividend |
Jul 15, 2014 | $0.050 | OrdinaryDividend |
Jun 12, 2014 | $0.050 | OrdinaryDividend |
May 13, 2014 | $0.050 | OrdinaryDividend |
Apr 11, 2014 | $0.050 | OrdinaryDividend |
Mar 13, 2014 | $0.050 | OrdinaryDividend |
Feb 12, 2014 | $0.050 | OrdinaryDividend |
Jan 15, 2014 | $0.050 | OrdinaryDividend |
Dec 11, 2013 | $0.050 | OrdinaryDividend |
Nov 12, 2013 | $0.050 | OrdinaryDividend |
Oct 15, 2013 | $0.050 | OrdinaryDividend |
Sep 12, 2013 | $0.050 | OrdinaryDividend |
Aug 14, 2013 | $0.050 | OrdinaryDividend |
Jul 15, 2013 | $0.050 | OrdinaryDividend |
Jun 12, 2013 | $0.050 | OrdinaryDividend |
May 14, 2013 | $0.050 | OrdinaryDividend |
Apr 12, 2013 | $0.050 | OrdinaryDividend |
Mar 12, 2013 | $0.050 | OrdinaryDividend |
Feb 11, 2013 | $0.050 | OrdinaryDividend |
Jan 14, 2013 | $0.050 | OrdinaryDividend |
Dec 12, 2012 | $0.050 | OrdinaryDividend |
Nov 13, 2012 | $0.050 | OrdinaryDividend |
Oct 15, 2012 | $0.050 | OrdinaryDividend |
Sep 12, 2012 | $0.050 | OrdinaryDividend |
Aug 15, 2012 | $0.050 | OrdinaryDividend |
Jul 13, 2012 | $0.050 | OrdinaryDividend |
Jun 13, 2012 | $0.050 | OrdinaryDividend |
May 14, 2012 | $0.050 | OrdinaryDividend |
Apr 12, 2012 | $0.050 | OrdinaryDividend |
Mar 14, 2012 | $0.050 | OrdinaryDividend |
Feb 10, 2012 | $0.050 | OrdinaryDividend |
Jan 12, 2012 | $0.050 | OrdinaryDividend |
Dec 09, 2011 | $0.050 | OrdinaryDividend |
Nov 10, 2011 | $0.050 | OrdinaryDividend |
Oct 13, 2011 | $0.050 | OrdinaryDividend |
Sep 14, 2011 | $0.050 | OrdinaryDividend |
Aug 15, 2011 | $0.050 | OrdinaryDividend |
Jul 13, 2011 | $0.050 | OrdinaryDividend |
Jun 14, 2011 | $0.050 | OrdinaryDividend |
May 12, 2011 | $0.050 | OrdinaryDividend |
Apr 12, 2011 | $0.050 | OrdinaryDividend |
Mar 15, 2011 | $0.050 | OrdinaryDividend |
Feb 09, 2011 | $0.050 | OrdinaryDividend |
Jan 12, 2011 | $0.050 | OrdinaryDividend |
Dec 10, 2010 | $0.060 | OrdinaryDividend |
Nov 10, 2010 | $0.060 | OrdinaryDividend |
Oct 20, 2010 | $0.060 | OrdinaryDividend |
Sep 14, 2010 | $0.060 | OrdinaryDividend |
Aug 13, 2010 | $0.060 | OrdinaryDividend |
Jul 14, 2010 | $0.060 | OrdinaryDividend |
Jun 14, 2010 | $0.060 | OrdinaryDividend |
May 13, 2010 | $0.060 | OrdinaryDividend |
Apr 14, 2010 | $0.060 | OrdinaryDividend |
Mar 15, 2010 | $0.060 | OrdinaryDividend |
Feb 09, 2010 | $0.060 | OrdinaryDividend |
Jan 12, 2010 | $0.060 | OrdinaryDividend |
Dec 10, 2009 | $0.060 | OrdinaryDividend |
Nov 10, 2009 | $0.060 | OrdinaryDividend |
Oct 14, 2009 | $0.060 | OrdinaryDividend |
Sep 14, 2009 | $0.060 | OrdinaryDividend |
Aug 13, 2009 | $0.060 | OrdinaryDividend |
Jul 15, 2009 | $0.060 | OrdinaryDividend |
Jun 12, 2009 | $0.060 | OrdinaryDividend |
May 12, 2009 | $0.060 | OrdinaryDividend |
Apr 14, 2009 | $0.060 | OrdinaryDividend |
Mar 13, 2009 | $0.060 | OrdinaryDividend |
Feb 10, 2009 | $0.060 | OrdinaryDividend |
Jan 13, 2009 | $0.060 | OrdinaryDividend |
Dec 10, 2008 | $0.060 | OrdinaryDividend |
Nov 10, 2008 | $0.060 | OrdinaryDividend |
Oct 15, 2008 | $0.060 | OrdinaryDividend |
Sep 12, 2008 | $0.060 | OrdinaryDividend |
Aug 13, 2008 | $0.060 | OrdinaryDividend |
Jul 15, 2008 | $0.060 | OrdinaryDividend |
Jun 12, 2008 | $0.060 | OrdinaryDividend |
May 13, 2008 | $0.060 | OrdinaryDividend |
Apr 14, 2008 | $0.060 | OrdinaryDividend |
Mar 13, 2008 | $0.060 | OrdinaryDividend |
Feb 12, 2008 | $0.060 | OrdinaryDividend |
Jan 14, 2008 | $0.060 | OrdinaryDividend |
Dec 10, 2007 | $0.060 | OrdinaryDividend |
Nov 13, 2007 | $0.060 | OrdinaryDividend |
Oct 15, 2007 | $0.060 | OrdinaryDividend |
Sep 12, 2007 | $0.060 | OrdinaryDividend |
Aug 15, 2007 | $0.060 | OrdinaryDividend |
Jul 13, 2007 | $0.060 | OrdinaryDividend |
Jun 13, 2007 | $0.060 | OrdinaryDividend |
May 14, 2007 | $0.060 | OrdinaryDividend |
Apr 12, 2007 | $0.060 | OrdinaryDividend |
Mar 14, 2007 | $0.060 | OrdinaryDividend |
Feb 09, 2007 | $0.060 | OrdinaryDividend |
Jan 12, 2007 | $0.060 | OrdinaryDividend |
Dec 11, 2006 | $0.060 | OrdinaryDividend |
Nov 13, 2006 | $0.060 | OrdinaryDividend |
Oct 13, 2006 | $0.060 | OrdinaryDividend |
Sep 13, 2006 | $0.060 | OrdinaryDividend |
Aug 15, 2006 | $0.060 | OrdinaryDividend |
Jul 13, 2006 | $0.060 | OrdinaryDividend |
Jun 14, 2006 | $0.060 | OrdinaryDividend |
May 12, 2006 | $0.060 | OrdinaryDividend |
Apr 11, 2006 | $0.060 | OrdinaryDividend |
Mar 15, 2006 | $0.060 | OrdinaryDividend |
Feb 09, 2006 | $0.060 | OrdinaryDividend |
Jan 12, 2006 | $0.060 | OrdinaryDividend |
Dec 13, 2005 | $0.060 | OrdinaryDividend |
Nov 10, 2005 | $0.060 | OrdinaryDividend |
Oct 13, 2005 | $0.060 | OrdinaryDividend |
Sep 14, 2005 | $0.060 | OrdinaryDividend |
Aug 15, 2005 | $0.060 | OrdinaryDividend |
Jul 13, 2005 | $0.060 | OrdinaryDividend |
Jun 14, 2005 | $0.060 | OrdinaryDividend |
May 12, 2005 | $0.060 | OrdinaryDividend |
Apr 13, 2005 | $0.060 | OrdinaryDividend |
Mar 14, 2005 | $0.060 | OrdinaryDividend |
Feb 10, 2005 | $0.060 | OrdinaryDividend |
Jan 12, 2005 | $0.060 | OrdinaryDividend |
Dec 08, 2004 | $0.060 | OrdinaryDividend |
Nov 18, 2004 | $0.060 | OrdinaryDividend |
Oct 06, 2004 | $0.060 | OrdinaryDividend |
Sep 08, 2004 | $0.060 | OrdinaryDividend |
Aug 09, 2004 | $0.060 | OrdinaryDividend |
Jul 08, 2004 | $0.060 | OrdinaryDividend |
Jun 08, 2004 | $0.060 | OrdinaryDividend |
May 06, 2004 | $0.060 | OrdinaryDividend |
Apr 07, 2004 | $0.060 | OrdinaryDividend |
Mar 09, 2004 | $0.060 | OrdinaryDividend |
Feb 04, 2004 | $0.060 | OrdinaryDividend |
Jan 07, 2004 | $0.060 | OrdinaryDividend |
Dec 08, 2003 | $0.060 | OrdinaryDividend |
Nov 06, 2003 | $0.060 | OrdinaryDividend |
Oct 08, 2003 | $0.060 | OrdinaryDividend |
Sep 17, 2003 | $0.060 | OrdinaryDividend |
Aug 07, 2003 | $0.060 | OrdinaryDividend |
Jul 09, 2003 | $0.060 | OrdinaryDividend |
Jun 06, 2003 | $0.060 | OrdinaryDividend |
May 07, 2003 | $0.060 | OrdinaryDividend |
Apr 07, 2003 | $0.060 | OrdinaryDividend |
Mar 07, 2003 | $0.060 | OrdinaryDividend |
Feb 05, 2003 | $0.060 | OrdinaryDividend |
Jan 08, 2003 | $0.060 | OrdinaryDividend |
Dec 06, 2002 | $0.060 | OrdinaryDividend |
Nov 06, 2002 | $0.060 | OrdinaryDividend |
Oct 09, 2002 | $0.060 | OrdinaryDividend |
Sep 06, 2002 | $0.060 | OrdinaryDividend |
Aug 08, 2002 | $0.060 | OrdinaryDividend |
Jul 09, 2002 | $0.060 | OrdinaryDividend |
Jun 17, 2002 | $0.060 | OrdinaryDividend |
May 08, 2002 | $0.060 | OrdinaryDividend |
Apr 08, 2002 | $0.060 | OrdinaryDividend |
Mar 07, 2002 | $0.060 | OrdinaryDividend |
Feb 05, 2002 | $0.060 | OrdinaryDividend |
Jan 08, 2002 | $0.060 | OrdinaryDividend |
Dec 10, 2001 | $0.070 | OrdinaryDividend |
Nov 08, 2001 | $0.060 | OrdinaryDividend |
Oct 11, 2001 | $0.060 | OrdinaryDividend |
Sep 10, 2001 | $0.050 | OrdinaryDividend |
Aug 13, 2001 | $0.050 | OrdinaryDividend |
Jul 11, 2001 | $0.050 | OrdinaryDividend |
Jun 19, 2001 | $0.050 | OrdinaryDividend |
May 16, 2001 | $0.050 | OrdinaryDividend |
Apr 18, 2001 | $0.050 | OrdinaryDividend |
Mar 20, 2001 | $0.050 | OrdinaryDividend |
Feb 13, 2001 | $0.050 | OrdinaryDividend |
Jan 17, 2001 | $0.050 | OrdinaryDividend |
Dec 27, 2000 | $0.200 | ExtraDividend |
Dec 14, 2000 | $0.250 | OrdinaryDividend |
Nov 15, 2000 | $0.050 | OrdinaryDividend |
Oct 17, 2000 | $0.050 | OrdinaryDividend |
Sep 15, 2000 | $0.050 | OrdinaryDividend |
Aug 17, 2000 | $0.050 | OrdinaryDividend |
Jul 17, 2000 | $0.050 | OrdinaryDividend |
Jun 16, 2000 | $0.050 | OrdinaryDividend |
May 15, 2000 | $0.050 | OrdinaryDividend |
Apr 13, 2000 | $0.050 | OrdinaryDividend |
Mar 21, 2000 | $0.050 | OrdinaryDividend |
Feb 14, 2000 | $0.050 | OrdinaryDividend |
Jan 14, 2000 | $0.050 | OrdinaryDividend |
Dec 15, 1999 | $0.050 | OrdinaryDividend |
Nov 17, 1999 | $0.050 | OrdinaryDividend |
Oct 15, 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 | 10.23 | 0.92 |