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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.59% 9.63% -- 415754.8
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 8.00% -- Upgrade

Basic Info

Investment Strategy
The Trust seeks long-term growth of capital, primarily through investment in a portfolio of equity securities including common stock, preferred stock, convertible or exchangeable securities and warrants and rights to purchase such securities. Income is a secondary objective.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Gabelli Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-8.76%
31.02%
15.34%
25.47%
-16.19%
3.42%
18.17%
25.85%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.52%
-10.22%
49.35%
5.73%
27.96%
-14.93%
26.78%
18.77%
28.95%
-17.12%
27.60%
5.06%
32.82%
-18.61%
11.90%
18.15%
19.67%
-11.88%
23.64%
29.15%
41.46%
-36.63%
17.56%
41.52%
14.76%
-1.26%
17.88%
6.89%
32.21%
-6.50%
14.99%
9.92%
17.88%
As of December 11, 2025.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 118.3%
Bond 0.98%
Convertible 0.00%
Preferred 0.03%
Other -19.33%
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Basic Info

Investment Strategy
The Trust seeks long-term growth of capital, primarily through investment in a portfolio of equity securities including common stock, preferred stock, convertible or exchangeable securities and warrants and rights to purchase such securities. Income is a secondary objective.
General
Security Type Closed-End Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group Diversified Equity Funds
Global Macro Equity North America
US Macro Multi-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Growth Funds
Fund Owner Firm Name Gabelli Funds
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
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