SRIDX Mutual Fund

SRIDX Mutual Fund (Gabelli SRI Fund Class I) is managed by Gabelli Funds with $9.9M in net assets. SRIDX expense ratio is 0.90%, holding 129 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2007-06-01.

SRIDX performance shows a YTD return of 8.57%. The 1-year return is 17.01% and the 5-year return is 5.46%. SRIDX dividend yield stands at 10.20%, paid annually.

SRIDX 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 SRIDX holdings, SRIDX sectors, or SRIDX dividends.

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