SRIDX Mutual Fund
SRIDX Mutual Fund
Gabelli SRI Fund Class I

SRIDX Mutual Fund Overview
SRIDX Mutual Fund (Gabelli SRI Fund Class I) is managed by Gabelli Funds with $9.6M in net assets. SRIDX expense ratio is 0.90%, holding 129 positions across sectors including Financials, Unknown, Industrials. Inception date: 2007-06-01.
SRIDX performance shows a YTD return of 7.01%. The 1-year return is 16.82% and the 5-year return is 5.59%. SRIDX dividend yield stands at 10.35%, paid annually.
SRIDX 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 SRIDX holdings, sector breakdown, or dividend history.
SRIDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRIDX alternatives are available via the screener, along with tax-loss harvesting opportunities.