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Summary
- During Q3 2025, Gabelli Small Cap Growth Fund underperformed the Russell 2000 Total Return Index, S&P SmallCap 600 Total Return Index, and Lipper Small-Cap Core Funds Average.
- The better performing stocks in (y)our portfolio included Mueller Industries, Inc. (3.8% of net assets as of September 30, 2025), Gorman-Rupp Co. (1.8%), and GATX Corp. (2.9%).
- Detractors from (y)our fund’s performance included Ryman Hosp…
Summary
- During Q3 2025, Gabelli Small Cap Growth Fund underperformed the Russell 2000 Total Return Index, S&P SmallCap 600 Total Return Index, and Lipper Small-Cap Core Funds Average.
- The better performing stocks in (y)our portfolio included Mueller Industries, Inc. (3.8% of net assets as of September 30, 2025), Gorman-Rupp Co. (1.8%), and GATX Corp. (2.9%).
- Detractors from (y)our fund’s performance included Ryman Hospitality Properties, Inc. (1.1%), Badger Meter, Inc. (1.0%), and Herc Holdings, Inc. (1.0%).
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Investment Scorecard
During the third quarter of 2025 (July 1 through September 30, 2025) the Gabelli Small Cap Growth Fund underperformed the Russell 2000 Total Return Index, the S&P SmallCap 600 Total Return Index, and the Lipper Small-Cap Core
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Quick Insights
The fund lagged the Russell 2000 and S&P SmallCap 600 due to weaker performance from holdings like Ryman Hospitality, Badger Meter, and Herc Holdings.
Industrials and infrastructure names such as Mueller Industries (3.8% of assets), Gorman-Rupp (1.8%), and GATX (2.9%) were key positive contributors.
Class I shares delivered 10.58% (10-year) and 11.90% (since inception) annualized, outpacing the Russell 2000’s 9.77% and 9.42% over the same periods.