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GAMCO Investors, Inc. (SRIAX)
General Fund Information
One Corporate Center Rye, NY 10580-1422
Category:Domestic Equity Funds
Assets: ($ millions)$14.3

Account min.:$1,000
Reinvest. min.:$0
IRA account min.:$250
IRA reinvest min.:0.00
Max. defer. load: 
Max. front load:5.75%
Avg. P/E:30.43
Avg. P/B:5.07
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Fund will seek to achieve its objective by investing substantially all, and in any case, no less than 80% of its assets in common stocks and preferred stocks of companies that meet the Fund's guidelines for social responsibility at the time of investment.
Social Issues05/31/18
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance05/31/18
Year to date: -6.47%
Year to date: -6.47%
1 Year: -1.10%
Annualized returns:
3 Year: 3.37%
5 Year: 6.24%
10 Year: 7.30%
Since inception: 5.62%
Inception date: 06/01/07
Bear Market: -28.48%
Bear Market Period:     —    
MPT Statistics05/31/18
Alpha 3YR:-5.72
Alpha 5YR:-5.43
Beta 3YR:0.88
Beta 5YR:0.95
R. Squared 3YR:81.92
R. Squared 5YR:83.78
Sharpe 3YR:0.28
Sharpe 5YR:0.57
Std. Dev. 3YR:10.22
Std. Dev. 5YR:10.22
Sectors Pie Chart 
No fund sectors available


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