| 19.80 Net Asset Value | -0.75% 1 Day | +18.78% Year-to-Date | Overall Morningstar Rating |
| Small blend Style or Category | No Load Sales Expenses | 2.22% Expense Ratio | Low Morningstar Risk Rating™ |
| 1 month | +2.20% | 3 years | +15.72% | |
| 3 months | +7.84% | 5 years | +10.99% | |
| 1 year | +37.13% | Since inception | +9.49% |
| WMMCX | Category | |
|---|---|---|
| Performance 5-yr return | +10.99% | +7.67% |
| Expense ratio | 2.22% | 1.34% |
| Risk 5 year sharpe ratio | 0.64 | 0.38 |
| Net assets | $779.3M | $764.6M |
| Average market cap | $397.0M | $2.0B |
| Average P/E | 17.2 | 17.8 |
| 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 / 15 Years |
| Minimal initial investment | $10,000.00 |
| Minimum IRA investment | $0.00 |
| 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 | 2.54% |
| GY GenCorp Inc. | 2.34% |
| CMN Cantel Medical Corporation | 1.76% |
| SXCL Steel Excel Inc | 1.64% |
| NATH Nathans Famous | 1.29% |
| JRN Journal Communications, Inc. Class A | 1.16% |
| FSCI Fisher Communications, Inc. | 1.06% |
| PKOH Park-Ohio Holdings Corp | 1.05% |
| FOE Ferro Corp | 1.03% |
| SUP Superior Industries International | 0.97% |
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