GAMCO Investors, Inc. (SRIGX)
General Fund Information
GAMCO Investors, Inc.
One Corporate Center  
Rye NY 10580-1422
(914) 921-5100
Category:Domestic Equity Funds
Assets: ($ millions)$12.8

Account min.:$1,000
Reinvest. min.:$0
IRA account min.:$250
IRA reinvest min.:0.00
Max. defer. load: 
Max. front load: 
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 Issues06/30/18
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 Performance06/30/18
  Fund Return Percentile Rank *
Year to date: -5.39% 97
1 Year: -0.34% 96
Annualized returns:
3 Year: 4.11% 90
5 Year: 7.05% 89
10 Year: 8.42% 61
Since inception: 5.68% 83
Inception date: 06/01/07  
Bear Market: -28.53%  
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 Statistics06/30/18
Alpha 3YR:-5.91
Alpha 5YR:-5.01
Beta 3YR:0.89
Beta 5YR:0.95
R. Squared 3YR:82.06
R. Squared 5YR:83.51
Sharpe 3YR:0.35
Sharpe 5YR:0.65
Std. Dev. 3YR:10.13
Std. Dev. 5YR:10.13
Sector Distribution 
No fund sectors available