SRIGX Mutual Fund
SRIGX Mutual Fund
Gabelli SRI Fund Class AAA
SRIGX Mutual Fund Overview
SRIGX Mutual Fund (Gabelli SRI Fund Class AAA) is managed by Gabelli Funds with $5.7M in net assets. SRIGX expense ratio is 0.90%, holding 129 positions across sectors including Financials, Unknown, Industrials. Inception date: 2007-06-01.
SRIGX performance shows a YTD return of 7.01%. The 1-year return is 16.82% and the 5-year return is 5.59%. SRIGX dividend yield stands at 10.40%, paid annually.
SRIGX top holdings include Xylem,Inc. (3.2%), Cnh Industrial Nv (2.6%), Sony Corp (2.6%), Nextera Energy Inc. (2.5%), Abb Limited (2.3%). View all SRIGX holdings, sector breakdown, or dividend history.
SRIGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRIGX alternatives are available via the screener, along with tax-loss harvesting opportunities.