2 / 5 Stars
4 4 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#51 in Mid-Cap Blend
U.S. News evaluated 135 Mid-Cap Blend 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 21.03 percent over the past year, 15.65 percent over the past three years, 19.85 percent over the past five years, and 9.23 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.9%|
|3 Years (Annualized)||15.7%|
|5 Years (Annualized)||19.8%|
|10 Years (Annualized)||9.2%|
The investment seeks to provide a high level of capital appreciation. Under normal circumstances, the fund will invest in a concentrated portfolio of twenty-five to thirty-five equity securities. It could potentially invest up to 50% of its net assets in five securities that represent the largest, and thus the highest conviction, positions. The balance of the fund's net assets will be held in short term high grade investments or cash and cash equivalents. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Gabelli Focus Five Fund has an expense ratio of 1.54 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.