GABF yields 2.23% · JEPI yields 8.40%● Live data
📍 JEPI pulled ahead of the other in Year 1
Combined, GABF + JEPI cover 0 of 12 months — good coverage
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The Gabelli Financial Services Opportunities (GABF) ETF is an active and fully transparent ETF, expertly crafted to invest in companies at the forefront of financial services innovation while staying up to date with major changes in the industry. Under normal conditions, GABF invests at least 80% in common stocks of financial services companies. Some important trends that ETF focuses on are digitization, the upcoming generational wealth transfer, and the “American Tailwind” of economic growth. By leveraging the Private Market Value with a Catalyst methodology, this ETF focuses on companies with durable brands and productive capital allocation poised for success during these trend shifts in the financial services industry.
Full GABF Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.