3 / 5 Stars
4 4 3 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#91 in World Stock
U.S. News evaluated 287 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 11.61 percent over the past year, 8.57 percent over the past three years, 2.18 percent over the past five years, and 9.72 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.4%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||2.2%|
|10 Years (Annualized)||9.7%|
The investment seeks to provide investors with appreciation of capital; current income is a secondary objective. The fund normally invests at least 65% of its total assets in common stocks of companies which the portfolio manager believes are likely to have rapid growth in revenues and earnings and potential for above average capital appreciation or are undervalued. It invests in securities of issuers, or related investments thereof, located in at least three countries, and at least 40% of the fund's total net assets is invested in securities of non-U.S. issuers or related investments thereof. The fund is non-diversified.
Fees are High compared to funds in the same category.
GAMCO Global Opportunity Fund has an expense ratio of 2.00 percent.
Risk is Average compared to funds in the same category according to Morningstar.