PETGX Mutual Fund

PETGX Mutual Fund

NAV$12.12
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Fund Essentials

Net Assets
$101,836.17
Expense Ratio
1.17%
Dividend Yield (Current)
15.94%
Holdings
27
Inception Date
May 18, 2022
Fund Family
Gabelli Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+0.41%
1 Year+5.32%
3 Year+7.19%

Asset Allocation

Stocks: 76.95%
Bonds: 23.05%
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Dividend Summary

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Dividend Yield (Current)
15.94%
Frequency
Annually

Peer Comparison

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

PETGX Mutual Fund Overview

PETGX Mutual Fund (Gabelli Pet Parents Fund Class A) is managed by Gabelli Funds with $101,836.17 in net assets. PETGX expense ratio is 1.17%, holding 27 positions across various sectors. Inception date: 2022-05-18.

PETGX performance shows a YTD return of 0.41%. The 1-year return is 5.32%. PETGX dividend yield stands at 15.94%, paid annually.

PETGX top holdings include a diversified portfolio. Go to all PETGX holdings, PETGX sectors, or PETGX dividends.

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