| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
4
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#117 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 21.69 percent over the past year, 13.62 percent over the past three years, 7.91 percent over the past five years, and 9.07 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.1% |
| 1 Year | 21.7% |
| 3 Years (Annualized) | 13.6% |
| 5 Years (Annualized) | 7.9% |
| 10 Years (Annualized) | 9.1% |
Summary
The investment seeks long term capital appreciation. The fund invests primarily in equity securities of companies which the investment adviser believes are undervalued and have the potential to achieve significant capital appreciation. It may invest up to 50% of its total assets in securities for which a tender or exchange offer has been made or announced and in securities of companies for which a merger, consolidation, liquidation, or similar reorganization proposal has been announced ("reorganization securities"). The fund may also invest up to 25% of its total assets in the securities of non-U.S. issuers.
Fees
Fees are Above Average compared to funds in the same category.
Gabelli Value Fund has an expense ratio of 1.42 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
