2 / 5 Stars
3 3 5 5 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 221 Mid-Cap 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 3.54 percent over the past year, 3.25 percent over the past three years, 4.15 percent over the past five years, and 4.61 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.4%|
|3 Years (Annualized)||3.3%|
|5 Years (Annualized)||4.1%|
|10 Years (Annualized)||4.6%|
The investment seeks total return. The fund invests primarily in securities of domestic and foreign issuers that the fund's investment adviser, believes provide attractive opportunities for appreciation or investment income. The Adviser seeks to limit excessive risk of capital loss by utilizing various investment strategies, including investing in value oriented common stocks, i.e., common stocks that trade at a significant discount to the Adviser's assessment of their "private market value" virtually risk free U.S. Treasury Bills, and by utilizing certain "arbitrage" strategies. It is non-diversified.
Fees are Low compared to funds in the same category.
Gabelli ABC Fund has an expense ratio of 0.58 percent.
Risk is Low compared to funds in the same category according to Morningstar.