GAMCO Global Telecommunications AAAGABTX

Morningstar Rating

Fund Research and Analysis

by Greg Brown

GAMCO Global Telecommunications has plenty of appeal, but it's too pricey.

This fund has stood the test of time. Its 1993 inception date puts it among just a handful of long-tenured communications funds, and it was the only such fund in the early days Read more

Kudos

Better long-term returns with less volatility than its rivals.

Communications is a Gabelli specialty, with lots of dedicated resources.

Appealing value approach. Read more

Risks

The fund's high expense ratio eats into returns.

Like any sector fund, this offering is prone to serious losses.

Mario Gabelli has a lot on his plate, between running 11 funds, heading up the management company, and dealing with legal entanglements.

The fund lost a key comanager in 2006. Read more

Strategy

Mario Gabelli brings his brand of value investing to the communications sector here, seeking companies with catalysts for growth that trade at discounts to his estimates of their value in the private Read more

Management

Mario Gabelli has been the lead manager here since 1995 and has managed mutual funds since 1986. He is supported on this fund by longtime comanager Evan Miller, who is based in London. The fund's other longtime manager, New York-based Ivan Arteaga, Read more

Inside Scoop

Formerly known as Gabelli Global Telecom, this fund has traditionally been split between U.S. and foreign stocks. Because of Mario Gabelli's value approach to this portfolio, Read more

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