4 / 5 Stars
5 5 3 1 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 145 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 28.99 percent over the past year, 13.60 percent over the past three years, 9.38 percent over the past five years, and 10.25 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.8%|
|3 Years (Annualized)||13.6%|
|5 Years (Annualized)||9.4%|
|10 Years (Annualized)||10.3%|
The investment seeks to provide a high level of capital appreciation. Under normal circumstances, the Focus Five 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. To the extent the fund invests in such short-term investments or cash, it will be less likely to achieve its investment objective. It is non-diversified.
Fees are Above Average compared to funds in the same category.
Gabelli Focus Five Fund has an expense ratio of 1.76 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.