GAMCO Global Opportunity AAA One Corporate Center Rye NY 10580 Map
Phone: 800-422-3554
| Category: | World Stock | | Fund Family: | Gabelli | | Net Assets: | 12.55M | | Year-to-Date Return: | 28.41% | | Yield: | 0.08% | | Morningstar Rating: |  | | Fund Inception Date: | 11-May-98 |
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Anthony Fritz
Lead Manager since
03-May-06 | | | Fritz serves as associate portfolio manager for the GAMCO Global Opportunity Fund investment team. Prior to joining GAMCO, he was a portfolio manager at Wells Fargo Private Asset Management. Fritz holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide investors with appreciation of capital. Current income is secondary. The fund normally invests at least 65% of total assets in common stock of companies which the adviser believes are likely to have rapid growth in revenues and earnings and potential for above average capital appreciation or are undervalued. It invests primarily in common stocks of foreign and domestic issuers. The fund may invest without limitation in securities of foreign issuers and will invest in securities of issuers located in at least three countries. The fund is nondiversified. |
| Last Dividend
(29-Dec-08):
| 0.01 | | Last Cap Gain
(27-Dec-00):
| 1.04 | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 78.70% |
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| Expense | GABOX | Category Avg | | Total Expense Ratio: | 2.01%
| 1.50% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.54% | | 3 Yr Expense Projection*: |
$ 680 | $712 | | 5 Yr Expense Projection*: |
$ 1,183 | $1,102 | | 10 Yr Expense Projection*: |
$ 2,566 | $2,213 |
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