SRIGX Mutual Fund

SRIGX Mutual Fund (Gabelli SRI Fund Class AAA) is managed by Gabelli Funds with $5.8M in net assets. SRIGX expense ratio is 0.90%, holding 129 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2007-06-01.

SRIGX performance shows a YTD return of 8.57%. The 1-year return is 17.01% and the 5-year return is 5.46%. SRIGX dividend yield stands at 10.25%, paid annually.

SRIGX 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 SRIGX holdings, SRIGX sectors, or SRIGX dividends.

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