| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 22.77 percent over the past year, 13.51 percent over the past three years, 9.41 percent over the past five years, and 12.53 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.1% |
| 1 Year | 22.8% |
| 3 Years (Annualized) | 13.5% |
| 5 Years (Annualized) | 9.4% |
| 10 Years (Annualized) | 12.5% |
Summary
The investment seeks to provide a high level of capital appreciation. The fund normally invests at least 80% of net assets in equity securities of companies that are considered to be small companies at the time of investment. It invests primarily in the common stocks of companies which the fund's adviser believes are likely to have rapid growth in revenues and above average rates of earning growth.
Fees
Fees are Above Average compared to funds in the same category.
Gabelli Small Cap Growth Fund has an expense ratio of 1.16 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
