SRIAX Mutual Fund
SRIAX Mutual Fund
Gabelli SRI Fund Class A

SRIAX Mutual Fund Overview
SRIAX Mutual Fund (Gabelli SRI Fund Class A) is managed by Gabelli Funds with $6.7M in net assets. SRIAX expense ratio is 0.90%, holding 129 positions across sectors including Financials, Unknown, Industrials. Inception date: 2007-06-01.
SRIAX performance shows a YTD return of 7.02%. The 1-year return is 16.82% and the 5-year return is 3.05%. SRIAX dividend yield stands at 10.40%, paid annually.
SRIAX top holdings include Xylem,Inc. (3.2%), Cnh Industrial N.V. Nv (2.6%), Sony Corp (2.6%), Nextera Energy Inc. (2.5%), Abb Limited (2.3%). View all SRIAX holdings, sector breakdown, or dividend history.
SRIAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.