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GAMCO Investors, Inc. (SRIDX)
General Fund Information
One Corporate Center Rye, NY 10580-1422
Category:Institutional Funds
Assets: ($ millions)$20.3

Account min.:$100,000
Reinvest. min.:$0
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:26.12
Avg. P/B:4.95
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 Issues08/31/18
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 Performance08/31/18
Year to date: -0.12%
Year to date: -0.12%
1 Year: 4.79%
Annualized returns:
3 Year: 7.67%
5 Year: 8.07%
10 Year: 8.84%
Since inception: 6.35%
Inception date: 06/01/07
Bear Market: -28.43%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-6.07
Alpha 5YR:-5.04
Beta 3YR:0.91
Beta 5YR:0.95
R. Squared 3YR:80.34
R. Squared 5YR:83.21
Sharpe 3YR:0.73
Sharpe 5YR:0.76
Std. Dev. 3YR:9.97
Std. Dev. 5YR:9.97
Sectors Pie Chart 
No fund sectors available


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