How to Invest in Gabelli Mutual Funds

With its research-driven, value-oriented philosophy, GAMCO Investors, Inc. is an asset management company, offering a range of investment products, including mutual funds that are managed by Gabelli Funds. GAMCO strives to provide high-level risk-adjusted returns over time, with a focus on investing in companies that are undervalued, yet have a good chance of reaching their value potentials. Though GAMCO does have a commitment to its value-oriented strategies, the company offers diversified investment opportunities.

Instructions

Difficulty: Moderately Easy

Things You’ll Need:

• Internet access
• Financial adviser or broker
• Funds to invest

1. Visit Gabelli.com and review the available mutual funds. GAMCO offers both open-end and closed-end mutual funds in which you can invest.
2. Review online fund information for Gabelli's domestic equity, global/ international equity and specialty equity funds. Consider which of these mutual funds falls in line with your investment objectives.
3. Realize that while equity funds typically focus primarily on capital appreciation, each Gabelli mutual fund has specific objectives and investment strategies.
4. Consider a Gabelli fixed income fund for high current income. The Gabelli U.S. Treasury Money Market Fund consists solely of United States Treasury securities and seeks income, while preserving capital and offering liquidity.
5. Learn about Gabelli variable annuities. Variable annuities are tax-deferred investments that offer long-term, guaranteed income. There is no initial sales charge for a Gabelli variable annuity.
6. Understand that Gabelli offers mutual funds that seek to provide high returns while preserving capital.
7. Use an independent research website, like MorningStar.com or LipperWeb.com, to compare the Gabelli funds that interest you with similar funds offered by other firms.
8. Contact Gabelli for prospectuses for the mutual funds in which you'd like to invest. Review the prospectuses, paying close attention to objectives, strategies and expenses.
9. Determine whether or not Gabelli mutual funds match your investment objectives.
10. Complete, print and mail an application form to open a Gabelli investment account or contact your broker or financial adviser to purchase mutual fund shares. Invest according to your investment goals and budget.

Tips & Warnings

• Keep in mind that you can earn or lose money when you invest in mutual funds. Mutual fund shares can rise or fall in value. As such, it is possible for mutual fund shares to be worth less at redemption than what they were worth at the time of purchase. This could cause you to lose money.