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Sunday November 22, 2009 10:26 PM ET
SmartMoney
Net Asset Value: 
25.01
1-Day Return: 
0.00 (0.00%)
YTD Return
as of 11/20/09: 
Up 5.19%
GATEX 
(Gateway:Gateway Fd;A)
Classification: Equity Mkt Neutral Funds     Objective: Equity Mkt Neutral
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 11/20/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 5.19 19.68 -0.58 2.64 2.91
Classification 4.20 9.02 0.06 1.88 -0.12
Index (S&P 500) 23.50 48.80 -5.90 0.70 -0.90
% Rank in Class (1-best,100=worst)5029523028
Fund Stats
Investment Objective:Equity Mkt Neutral
Net Assets ($Mil)2,771.10
Inception Date:12/7/77
Manager Name, TenureRogers/Stewart/Buckius, 1994 / 2006 / 2008
Expense Ratio: 0.94%
Sales Charge:
Load Type:
  
Front-End Load
5.75%
0.00%
Top 10 Holdings (As of 8/31/09)
Company NameSymbol% Net Assets
Exxon Mobil XOM 4.25
Jpmorgan Chase JPM 2.58
Microsoft Corp MSFT 2.48
At&t Inc T 2.18
Johnson & Johnson JNJ 2.01
Wells Fargo & Co WFC 1.96
Chevron CVX 1.92
Ibm IBM 1.92
Procter & Gamble Co PG 1.92
Pfizer PFE 1.74
% of Total Holdings 22.96
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