GAMCO Investors, Inc. (SRIAX)
General Fund Information
GAMCO Investors, Inc.
One Corporate Center  
Rye NY 10580-1422
(914) 921-5100
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: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance05/31/18
  Fund Return Percentile Rank *
Year to date: -6.47% 98
1 Year: -1.10% 96
Annualized returns:
3 Year: 3.37% 90
5 Year: 6.24% 90
10 Year: 7.30% 62
Since inception: 5.62% 83
Inception date: 06/01/07  
Bear Market: -28.48%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
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
Sector Distribution 
No fund sectors available