Gabelli Focus Five Fund

Scorecard
2 / 5 Stars
Lipper
3 3 3 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

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.

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Performance

The fund has returned 20.05 percent over the past year, 14.79 percent over the past three years, 18.92 percent over the past five years, and 8.39 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 20.0%
3 Years (Annualized) 14.8%
5 Years (Annualized) 18.9%
10 Years (Annualized) 8.4%

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Summary

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

Fees are Above Average compared to funds in the same category.
Gabelli Focus Five Fund has an expense ratio of 2.29 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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