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GAMCO Investors, Inc. (SRIDX)
General Fund Information
One Corporate Center Rye, NY 10580-1422
(914) 921-5100www.gabelli.com
Category:Institutional Funds
Style:Value/Growth
Assets: ($ millions)$21.8

Account min.:$100,000
Reinvest. min.:$0
IRA account min.: 
IRA reinvest min.: 
Type:Mid-Cap
Expenses:1.00%
Max. defer. load: 
Max. front load: 
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:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

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: 13.52%
Year to date: 13.52%
1 Year: 13.52%
Annualized returns:
3 Year: 6.82%
5 Year: 10.22%
10 Year: 8.14%
Since inception: 6.78%
Inception date: 06/01/07
Bear Market: -28.43%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-2.82
Alpha 5YR:-4.13
Beta 3YR:0.87
Beta 5YR:0.95
R. Squared 3YR:86.34
R. Squared 5YR:85.83
Sharpe 3YR:0.69
Sharpe 5YR:1.02
Std. Dev. 3YR:9.71
Std. Dev. 5YR:9.71
Sectors Pie Chart 
No fund sectors available

 

 
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