SRIAX Mutual Fund

SRIAX Mutual Fund (Gabelli SRI Fund Class A) is managed by Gabelli Funds with $6.7M in net assets. SRIAX expense ratio is 0.90%, holding 129 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2007-06-01.

SRIAX performance shows a YTD return of 8.57%. The 1-year return is 17.01% and the 5-year return is 6.08%. SRIAX dividend yield stands at 10.25%, paid annually.

SRIAX 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%). Go to all SRIAX holdings, SRIAX sectors, or SRIAX dividends.

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