Gabelli Utilities AAA (GABUX)
* As of 31-Jul-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.36%|
Performance & Risk
|5y Avg Return:||9.19%|
|Rank in Category (ytd):||32|
|% Rank in Category (ytd):||48.48%|
|Morningstar Risk Rating:||1|
The investment seeks to provide a high level of total return through a combination of capital appreciation and current income.
Under normal circumstances, the fund invests at least 80% of its net assets in securities of domestic or foreign utility companies that the fund's investment adviser believes have the potential to provide either capital appreciation or current income. The fund's assets will be invested primarily in a broad range of readily marketable dividend-paying common stocks in the utilities industry. The fund may invest up to 40% of its total assets in securities of non-U.S. issuers. View More