GRX ETF

GRX ETF
$9.92
See how much of GRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Mar 31, 2026

Net Assets
$232M
Expense Ratio
3.00%
Dividend Yield (Current)
6.25%
Holdings
194
Inception Date
Jun 19, 2007
Fund Family
Gabelli Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+7.30%
1 Year+15.05%
3 Year+2.12%
5 Year-0.89%
10 Year+3.81%

Asset Allocation

Stocks: 60.93%
Bonds: 39.04%
Other: 0.03%
See how much of GRX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-U.S. Treasury Bill 3.496000% 06/25/20269.48%
-Treasury Bill 0% Apr 02, 20267.63%
-B 04/21/26 Govt5.40%
-Treasury Bill 0% Apr 30, 20264.24%
-BRISTOL-PLYMOUTH MA REGL VOTECH SCH DIST N/C, 4%, due 02/17/20274.18%
Top 10 Concentration: 49.82%Report Date: Mar 31, 2026
Download all 194 holdings for GRX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
6.25%
Frequency
Quarterly
Latest Distribution
$0.17
Jun 15, 2026
12M Distributions
4 payments
Total: $0.68

Peer Comparison

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

GRX ETF Overview

GRX ETF (The Gabelli Healthcare & Wellness RX Trust) is managed by Gabelli Funds with $231.9M in net assets. GRX expense ratio is 3.00%, holding 194 positions across sectors including Health Care, Consumer Staples, Financials. Inception date: 2007-06-19.

GRX performance shows a YTD return of 7.30%. The 1-year return is 15.05% and the 5-year return is -0.89%. GRX dividend yield stands at 6.25%, paid quarterly.

GRX top holdings include U.S. Treasury Bill 3.496000% 06/25/2026 (9.5%), Treasury Bill 0% Apr 02, 2026 (7.6%), B 04/21/26 Govt (5.4%), Treasury Bill 0% Apr 30, 2026 (4.2%), BRISTOL-PLYMOUTH MA REGL VOTECH SCH DIST N/C, 4%, due 02/17/2027 (4.2%). Go to all GRX holdings, GRX sectors, or GRX dividends.

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

1 Month
+3.31%
YTD
+7.30%
1 Year
+15.05%
3 Year
+2.12%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

0.0%

of portfolio

NVDANvidia Corp.
0.01%

Top 10 Holdings (49.8% of portfolio)

#TickerNameSectorWeight
1-U.S. Treasury Bill 3.496000% 06/25/2026Other9.48%
2-Treasury Bill 0% Apr 02, 2026Other7.63%
3-B 04/21/26 GovtOther5.40%
4-Treasury Bill 0% Apr 30, 2026Other4.24%
5-BRISTOL-PLYMOUTH MA REGL VOTECH SCH DIST N/C, 4%, due 02/17/2027Other4.18%
6-Treasury Bill Apr 14, 2026Other4.17%
7-Treasury Bill Oct 01, 2026Other3.82%
8-U.S. Treasury Bill 3.612000% 07/02/2026Other3.82%
9MRKMerck & Company IncHealth Care3.57%
10ABBVAbbvie Inc.Health Care3.51%