GAUAX Mutual Fund

GAUAX Mutual Fund

NAV$4.59
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Fund Essentials - as of Jun 30, 2026

Net Assets
$907M
Expense Ratio
1.38%
Dividend Yield (Current)
18.37%
Holdings
228
Inception Date
Dec 31, 2002
Fund Family
Gabelli Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+8.22%
1 Year+12.47%
3 Year+10.71%
5 Year+6.09%
10 Year+5.99%

Asset Allocation

Stocks: 97.97%
Bonds: 2.03%
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Top Holdings

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TickerNameWeight
NEENextera Energy Inc7.45%
NFGNational Fuel Gas Co6.17%
AEPAmerican Electric Power Co Inc4.02%
EVRGEvergy Inc.3.79%
WECWec Energy Group Inc.3.07%
Top 10 Concentration: 37.39%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
18.37%
Frequency
Monthly
Latest Distribution
$0.08
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

GAUAX Mutual Fund Overview

GAUAX Mutual Fund (Gabelli Utilities Fund Class A) is managed by Gabelli Funds with $907.0M in net assets. GAUAX expense ratio is 1.38%, holding 228 positions across sectors including Utilities, Energy, Industrials. Inception date: 2002-12-31.

GAUAX performance shows a YTD return of 8.22%. The 1-year return is 12.47% and the 5-year return is 6.09%. GAUAX dividend yield stands at 18.37%, paid monthly.

GAUAX top holdings include Nextera Energy Inc (7.5%), National Fuel Gas Co (6.2%), American Electric Power Co Inc (4.0%), Evergy Inc. (3.8%), Wec Energy Group Inc. (3.1%). Go to all GAUAX holdings, GAUAX sectors, or GAUAX dividends.

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