Small Caps Are Beautiful
XXXXXXXXX
The Gabelli Small Cap Growth Fund invests at least 80% of its net assets in equity securities of companies considered to be small companies at the time of investment. Our Adviser currently characterizes small companies as having total market values of less than $3 billion. As specialists in small-cap investing, our team is dedicated to identifying companies with exceptional growth prospects, targeting those poised for rapid revenue expansion and above-average earnings growth. By focusing on these dynamic, fast-growing businesses, the Fund seeks to offer investors access to compelling opportunities in the small-cap space.
The investment objective of the Fund is to provide a high level of capital appreciation.
Dedicated Leadership: Managed since inception in 1991 by Mario Gabelli, CFA, a veteran portfolio manager who is deeply embedded within the small-cap space and has over 60 years of investment management experience.
High-Potential Small-Cap Focused: The Fund targets small-cap companies with dominant market positions or niche franchises in expanding or consolidating industries.
Unique Business Models: The Fund seeks to identify firms with experienced management, strong balance sheets, and increasing cash flow and earnings.
Mario J. Gabelli is the Chairman and Chief Executive Officer of GAMCO Investors, Inc., the firm he founded in 1977. A 1965 summa cum laude graduate of Fordham University’s College of Business Administration, he also holds an M.B.A. from Columbia University Graduate School of Business, and honorary doctorates from Fordham University and Roger Williams University…. More
Caesar Bryan manages our GAMCO International Growth Fund and Gabelli Gold Fund. He is also a member of the global investment team which is responsible for the GAMCO Global Growth Fund and the GAMCO Global Opportunity Fund. In addition, he is on the management team of the GAMCO Global Gold and Natural Resources & Income… More
Supported by a centralized team of 30+ sector-focused analysts supporting Growth and Value portfolios
A graphical measurement of a portfolio’s net return that simulates the performance of an initial investment of $10,000 over the given time period.
| Symbol | Company | Sector | Portfolio |
|---|---|---|---|
| KKR | KKR & CO INC | Financials | 73,759,180.00 |
| AME | AMETEK INC | Industrials | 65,585,340.00 |
| MLI | MUELLER INDUSTRIES INC | Industrials | 57,440,016.00 |
| CR | CRANE CO | Industrials | 52,418,196.00 |
| GATX | GATX CORP | Industrials | 49,841,670.00 |
| LEN/B | LENNAR CORP | Consumer Discretionary | 34,651,539.00 |
| GGG | GRACO INC | Industrials | 33,946,815.00 |
| RUSHB | RUSH ENTERPRISES INC | Industrials | 26,903,520.00 |
| GRC | GORMAN-RUPP CO/THE | Industrials | 25,447,500.00 |
| TXT | TEXTRON INC | Industrials | 23,950,875.00 |
Gross Expense Ratio
2.13%
Net Expense Ratio
2.13%
Maximum Sales Charge
0.00%
