Gabelli Healthcare & WellnessRx Trust (GRX)
NYSE NYSE Primary NASDAQ (NMS) Summary
GRX Chart
Gabelli Healthcare & WellnessRx Trust Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 1.2M | $11.59M | $11.43M | -$161,173 | -1.39% |
 Kevin Bresler TD Waterhouse Canada Inc. | 160 | $1,593.6 | $1,540.8 | -$52.8 | -3.31% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 47 | $426 | $452.61 | $26.61 | 6.25% |
 Kevyn Hill Hilltop National Bank | 100 | $1,024 | $965.5 | -$58.5 | -5.71% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 48 | $480 | $462.72 | -$17.28 | -3.6% |
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Gabelli Healthcare & WellnessRx Trust Profile
| NYSE Exchange | US Country |
Overview
The Gabelli Healthcare and Wellness Trust is a strategically focused closed-ended equity mutual fund launched by GAMCO Investors, Inc. and managed by Gabelli Funds, LLC. Established on February 20, 2007, the fund is designed to invest primarily in the public equity markets globally, concentrating on the healthcare and wellness sector. This targeted approach aims to capitalize on the growth potential within industries tied to health and wellness. The fund encompasses investments across all market capitalizations, ensuring a diversified portfolio. To evaluate its performance, it benchmarks against the S&P 500 Index, S&P 500 Consumer Staples Index, and S&P 500 Health Care Index. The Gabelli Healthcare & Wellness Trust is domiciled in the United States, promoting a robust structure for both investors and strategic growth.
Products and Services
- Equity Mutual Fund
The Gabelli Healthcare and Wellness Trust operates as a closed-ended equity mutual fund, allowing investors to pool their resources for diversified investments in the healthcare and wellness sectors. As a mutual fund, it provides access to a professionally managed portfolio, which can lead to potential returns through stock appreciation in this growing market.
- Global Investment Strategy
The fund employs a global investment strategy, seeking opportunities in public equity markets worldwide. This approach enables it to leverage growth prospects across various regions and economies, enhancing the potential for returns in the healthcare and wellness sectors.
- Diverse Market Capitalization
Investments made by the fund are not limited to a specific market capitalization; it actively manages securities from small-cap to large-cap companies. This diversification strategy mitigates risk while maximizing the potential for growth across different segments of the healthcare and wellness markets.
- Performance Benchmarking
The Gabelli Healthcare and Wellness Trust benchmarks its performance against key indices such as the S&P 500 Index, S&P 500 Consumer Staples Index, and S&P 500 Health Care Index. This benchmarking process enables investors to compare the fund's performance effectively against recognized market standards, providing insights into its relative performance.
- Investment Strategies in Healthcare and Wellness
By targeting companies engaged in the healthcare and wellness sectors, the fund pursues investment opportunities in pharmaceuticals, biotechnology, healthcare services, and wellness-related companies. This focus aligns with global trends towards health consciousness and the increasing demand for wellness products and services.
