4 / 5 Stars
4 4 4 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 229 Small 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 21.52 percent over the past year, 14.17 percent over the past three years, 18.99 percent over the past five years, and 10.01 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.5%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||10.0%|
The investment seeks to provide a high level of capital appreciation. The fund invests at least 80% of its net assets in equity securities of companies that are considered to be small companies at the time the fund makes its investment. It invests primarily in the common stocks of companies which the Adviser believes are likely to have rapid growth in revenues and above average rates of earnings growth. The Adviser currently characterizes small companies for the fund as those with total common stock market values of $3 billion or less at the time of investment.
Fees are High compared to funds in the same category.
Gabelli Small Cap Growth Fund has an expense ratio of 2.14 percent.
Risk is Low compared to funds in the same category according to Morningstar.