1 / 5 Stars
3 3 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 178 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned -13.26 percent over the past year, -7.91 percent over the past three years, -5.63 percent over the past five years, and -2.18 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-12.0%|
|3 Years (Annualized)||-7.9%|
|5 Years (Annualized)||-5.6%|
|10 Years (Annualized)||-2.2%|
The investment seeks capital appreciation. The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or a portion of its assets primarily in U.S. Treasury securities. No minimum or maximum percentage of the fund's assets is required to be invested in any type of security or investment strategy.
Fees are High compared to funds in the same category.
GAMCO Mathers Fund has an expense ratio of 2.62 percent.
Risk is Low compared to funds in the same category according to Morningstar.