GCV ETF

GCV ETF
$4.58
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Fund Essentials - as of Mar 31, 2026

Net Assets
$98M
Expense Ratio
3.20%
Dividend Yield (Current)
10.84%
Holdings
124
Inception Date
Mar 31, 1995
Fund Family
Gabelli Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+9.94%
1 Year+21.39%
3 Year+14.03%
5 Year+2.77%
10 Year+13.52%

Asset Allocation

Stocks: 15.66%
Bonds: 84.34%
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Top Holdings

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TickerNameWeight
FLR 1.125 08/15/29Conv. Note 1.125% 08/15/20292.96%
NEENextera Energy Inc.2.52%
NOG 3.625 04/15/29Northern Oil And Gas Inc Conv. Note 04/15/20292.47%
-Bridgebio Pharma I 1.75% Mar 01, 2031 1.75 2031-03-012.44%
-Lumentum Holdings Inc 144A 0.38% Mar 15, 20322.31%
Top 10 Concentration: 23.19%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
10.84%
Frequency
Quarterly
Latest Distribution
$0.12
Jun 15, 2026
12M Distributions
4 payments
Total: $0.48

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

GCV ETF Overview

GCV ETF (Gabelli Convertible and Income Securities Fund) is managed by Gabelli Funds with $97.9M in net assets. GCV expense ratio is 3.20%, holding 124 positions across sectors including Information Technology, Utilities, Industrials. Inception date: 1995-03-31.

GCV performance shows a YTD return of 9.94%. The 1-year return is 21.39% and the 5-year return is 2.77%. GCV dividend yield stands at 10.84%, paid quarterly.

GCV top holdings include Conv. Note 1.125% 08/15/2029 (3.0%), Nextera Energy Inc. (2.5%), Northern Oil And Gas Inc Conv. Note 04/15/2029 (2.5%), Bridgebio Pharma I 1.75% Mar 01, 2031 1.75 2031-03-01 (2.4%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (2.3%). Go to all GCV holdings, GCV sectors, or GCV dividends.

GCV can be compared against other funds. Use GCV overlap to find shared positions, or GCV vs another fund for a side-by-side view. GCV alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-7.06%
YTD
+9.94%
1 Year
+21.39%
3 Year
+14.03%

Top 10 Holdings (23.2% of portfolio)

#TickerNameSectorWeight
1FLR 1.125 08/15/29Conv. Note 1.125% 08/15/2029Industrials2.96%
2NEENextera Energy Inc.Utilities2.52%
3NOG 3.625 04/15/29Northern Oil And Gas Inc Conv. Note 04/15/2029Energy2.47%
4-Bridgebio Pharma I 1.75% Mar 01, 2031 1.75 2031-03-01Other2.44%
5-Lumentum Holdings Inc 144A 0.38% Mar 15, 2032Other2.31%
6-CYTOKINETICS INC SR UNSECURED 144A 10/31 1.75Other2.30%
7FE 3.875 01/15/31Firstenergy Corp Sr Unsecured 144A 01/31 3.875Utilities2.07%
8MCHPMicrochip Technology Inc.Information Technology2.05%
9DLR 1.875 11/15/29Digital Realty Trust Lp Convertible, 1.875%, Due 11/15/2029Real Estate2.04%
10-Cohu Inc 144A 1.5% Jan 15, 2031Other2.03%