3 / 5 Stars
2 2 4 1 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 468 Large Growth 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 23.72 percent over the past year, 12.32 percent over the past three years, 19.04 percent over the past five years, and 6.04 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||6.0%|
The investment seeks to provide capital appreciation; its secondary goal is to produce current income. The fund will primarily invest in common stocks. It focuses on securities of companies which appear to have favorable, yet undervalued, prospects for earnings growth and price appreciation. The investment adviser invests the fund's assets in companies which the portfolio manager believes have above average or expanding market shares, profit margins and returns on equity. The fund may invest up to 25% of its total assets in securities of non-U.S. issuers.
Fees are Average compared to funds in the same category.
GAMCO Growth Fund has an expense ratio of 1.49 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.