| 21.43 Net Asset Value | +0.33% 1 Day | +16.47% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 1.47% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +4.38% | 3 years | +16.24% | |
| 3 months | +7.53% | 5 years | +11.14% | |
| 1 year | +35.32% | Since inception | +11.83% |
| WEMMX | Category | |
|---|---|---|
| Performance 5-yr return | +11.14% | +7.67% |
| Expense ratio | 1.47% | 1.34% |
| Risk 5 year sharpe ratio | 0.68 | 0.38 |
| Net assets | $733.1M | $748.4M |
| Average market cap | $355.2M | $1.9B |
| Average P/E | 13.3 | 17.7 |
| Portfolio turnover | 12% | 12% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Gabelli |
| Fund manager & tenure | Mario Gabelli / 14 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $250.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Industrial materials | 23.15% |
| Hardware | 15.59% |
| Consumer goods | 10.66% |
| Consumer service | 10.60% |
| Healthcare | 9.34% |
| ASCMA Ascent Capital Group Inc | 2.50% |
| -- Epoch Holding Corporation | 2.10% |
| CMN Cantel Medical Corporation | 2.00% |
| GY GenCorp Inc. | 1.81% |
| SXCL Steel Excel Inc | 1.74% |
| BH Biglari Holdings, Inc. | 1.07% |
| NATH Nathans Famous | 1.04% |
| JRN Journal Communications, Inc. Class A | 1.03% |
| HNH Handy & Harman Ltd. | 1.00% |
| SMP Standard Motor Products | 0.94% |
.
