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GAMCO Investors, Inc. (SRIDX)
General Fund Information
One Corporate Center Rye, NY 10580-1422
Category:Institutional Funds
Assets: ($ millions)$20.8

Account min.:$100,000
Reinvest. min.:$0
IRA account min.: 
IRA reinvest min.: 
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 Issues02/28/18
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 Performance02/28/18
Year to date: -2.34%
Year to date: -2.34%
1 Year: 6.84%
Annualized returns:
3 Year: 5.56%
5 Year: 8.47%
10 Year: 8.58%
Since inception: 6.44%
Inception date: 06/01/07
Bear Market: -28.43%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-3.88
Alpha 5YR:-4.91
Beta 3YR:0.88
Beta 5YR:0.96
R. Squared 3YR:84.74
R. Squared 5YR:86.12
Sharpe 3YR:0.53
Sharpe 5YR:0.81
Std. Dev. 3YR:10.06
Std. Dev. 5YR:10.06
Sectors Pie Chart 
No fund sectors available


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