3 / 5 Stars
2 2 5 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 17 Utilities 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 16.27 percent over the past year, 9.88 percent over the past three years, 16.20 percent over the past five years, and 8.74 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.2%|
|3 Years (Annualized)||9.9%|
|5 Years (Annualized)||16.2%|
|10 Years (Annualized)||8.7%|
The investment seeks to provide a high level of total return through a combination of capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets in securities of domestic or foreign utility companies that the fund's investment adviser believes have the potential to provide either capital appreciation or current income. The fund's assets will be invested primarily in a broad range of readily marketable dividend-paying common stocks in the utilities industry. The fund may invest up to 40% of its total assets in securities of non-U.S. issuers.
Fees are Low compared to funds in the same category.
Gabelli Utilities Fund has an expense ratio of 1.39 percent.
Risk is Low compared to funds in the same category according to Morningstar.