2 / 5 Stars
3 2 2 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#152 in World Stock
U.S. News evaluated 297 World Stock 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 23.35 percent over the past year, 8.36 percent over the past three years, and 16.53 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||18.3%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund seeks to achieve its objective by investing substantially all, and in any case no less than 80%, of its assets in common and preferred stocks of companies that meet the fund's guidelines for social responsibility at the time of investment. It may also invest in foreign securities, including those in emerging markets, and in securities that are convertible into common stocks.
Fees are High compared to funds in the same category.
Gabelli SRI Fund has an expense ratio of 2.00 percent.
Risk is High compared to funds in the same category according to Morningstar.