Gabelli Entpr Mergers and Acquisitions C 1290 Avenue Of The Americas Map
Phone: 800-422-3554
| Category: | Mid-Cap Blend | | Fund Family: | Gabelli | | Net Assets: | 51.04M | | Year-to-Date Return: | 20.65% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Feb-01 |
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Mario J. Gabelli
Lead Manager since
28-Feb-01 | | | Gabelli has served as chairman, chief executive officer, chief investment officer-value products and a director of GAMCO Investors, Inc. (GAMI) since November 1976. He is chair and chief investment officer of Gabelli Funds, which he formed in 1977. Gabelli began his investment career in 1967 as an analyst with Loeb, Rhoades & Company. In 1975, he joined William D. Witter, a Wall Street research boutique. Gabelli holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund purchases shares of companies believed to be likely acquisition targets within 12 to 18 months. It may also engage in classic risk arbitrage by investing in equity securities of companies that are involved in publicly announced mergers, takeovers, tender offers, leveraged buyouts, spin-offs, liquidations and other corporate reorganizations. The fund may invest in small, mid and large capitalization stocks. It may invest 20% of assets in foreign securities, including emerging market securities.The fund is nondiversified. |
| Last Dividend
(19-Dec-06):
| 0.19 | | Last Cap Gain
(29-Dec-08):
| 0.74 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 90.44% |
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| Expense | EMACX | Category Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | 1.00%
| 2.31% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $980 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,963 |
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