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GAMCO Investors, Inc. (SRIAX)
General Fund Information
One Corporate Center Rye, NY 10580-1422
Category:Domestic Equity Funds
Assets: ($ millions)$18.0

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:29.38
Avg. P/B:4.96
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 Issues12/31/17
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 Performance12/31/17
Year to date: 13.23%
Year to date: 13.23%
1 Year: 13.23%
Annualized returns:
3 Year: 6.53%
5 Year: 9.95%
10 Year: 7.89%
Since inception: 6.51%
Inception date: 06/01/07
Bear Market: -28.48%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-3.09
Alpha 5YR:-4.41
Beta 3YR:0.87
Beta 5YR:0.95
R. Squared 3YR:85.97
R. Squared 5YR:85.47
Sharpe 3YR:0.65
Sharpe 5YR:0.99
Std. Dev. 3YR:9.75
Std. Dev. 5YR:9.75
Sectors Pie Chart 
No fund sectors available


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