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Gabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund Ranking and Research

Ranking, Research and Recommendation of Gabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) ManagerFund Manager - Mario J. Gabelli

Fund Manager Information

Fund Manager Tenure: 18.8 years
Fund Family: Gabelli
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
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.  Get more insights on Mario J. Gabelli

 

Graph of Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) ProfileGabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) Profile

Fund Profile and Description

Gabelli Entpr Mergers & Acquisitions AAA Fund seeks capital appreciation. Gabelli Entpr Mergers & Acquisitions AAA 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. Gabelli Entpr Mergers & Acquisitions AAA Fund may invest in small, mid and large capitalization stocks. It may invest in foreign securities; including emerging market securities. Gabelli Entpr Mergers & Acquisitions AAA Fund is non-diversified.

 

Gabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund Strength What we like about Gabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund

Data for Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) as of May 30, 2016

  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) management has been with Gabelli Entpr Mergers & Acquisitions AAA Fund for 18.8 years
  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) has good short-term performance (1-year return 1.19% vs -4.08% Mid-Cap Blend category median performance)
  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) ratio of up-years vs down years is greater than 2
  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.44, lower than category average of 12.56

Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) Weakness What we are cautious about Gabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund

Data for Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) as of May 30, 2016

  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) has a less-than-ideal mid-term performance (3-year return 3.93% vs 8.11% Mid-Cap Blend category median performance)
  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) has a less-than-ideal Long-term performance (5-year return 4.31% vs 8.53% Mid-Cap Blend category median performance)
  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) has a Morningstar rating of 3 and below
  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) is less safe compared to its Mid-Cap Blend peers
  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) has an annual stock turnover rate of 162.00% that is higher than the Mid-Cap Blend average of 60.70%. This could mean Gabelli Entpr Mergers & Acquisitions AAA is more nimble, but also signal potential high tax impact and high trading fees
  • Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) has a higher expense ratio of 1.47% than its Mid-Cap Blend average of 1.15%
  • Even though Gabelli Entpr Mergers & Acquisitions AAA Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) performance details as of May 30, 2016

 

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Compare Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Gabelli Entpr Mergers & Acquisitions AAA2.341.193.934.31
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) Net Asset TrackingGabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund Net Asset

Track net asset change of Gabelli Entpr Mergers & Acquisitions AAA fund (EAAAX)

DateNet Asset
05/2016$166.39M
03/2016$176.31M
02/2016$171.22M
More historic net asset information on Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX)

  

Graph of Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) Portfolio TrackingGabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund Portfolio Allocation

Track portfolio allocation change of Gabelli Entpr Mergers & Acquisitions AAA fund (EAAAX)

DateCashStockBondOther
01/201625.95%73.15%0.09%0.81%
10/201517.09%81.98%0.1%0.83%
07/201521.02%78.82%0.1%0.06%
Click here to see more historic asset allocation information on Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX)

 

graph of Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) Top 10 Position TrackingTop 10 Holdings in Gabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund

Discover what Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX) manager is buying

Jan 30, 2016
StanCorp Financial Group Inc [3.9%]
PartnerRe Ltd [3.18%]
Precision Castparts Corp [2.93%]
Airgas, Inc. Common Stock [2.78%]
Cleco Corporation Common Stock [2.3%]
TELENET GROUP HOLDIN [2.24%]
Interpublic Group of Companies, [1.91%]
EZchip Semiconductor Limited [1.87%]
Myers Industries, Inc. Common S [1.82%]
Keurig Green Mountain, Inc. [1.77%]

Oct 30, 2015
Sigma-Aldrich Corporation [5.03%]
StanCorp Financial Group, Inc. [3.55%]
PartnerRe Ltd. Common Stock [2.87%]
Altera Corporation [2.85%]
EZchip Semiconductor Limited [2.64%]
Biomed Realty Trust Common Stoc [2.47%]
TELENET GROUP HOLDIN [2.28%]
Myers Industries, Inc. Common S [2.27%]
Cleco Corporation Common Stock [2.09%]
PMC [1.84%]

Jul 30, 2015
Sigma-Aldrich Corporation [3.42%]
Dealertrack Technologies, Inc. [3.39%]
Polypore International Inc [2.83%]
Omnicare Inc [2.73%]
Altera Corporation [2.57%]
Kythera Biopharmaceuticals, Inc [2.45%]
Receptos, Inc. [2.43%]
Informatica Corporation [2.28%]
HCC Insurance Holdings, Inc. Co [2.18%]
StanCorp Financial Group, Inc. [2.15%]
Click here for Stock Holding Change Map in Gabelli Entpr Mergers & Acquisitions AAA Fund (EAAAX)

  

Latest News on Gabelli Entpr Mergers & Acquisitions AAA (EAAAX) Fund

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