SRIGX Mutual Fund

SRIGX Mutual Fund (Gabelli SRI Fund Class AAA) is managed by Gabelli Funds with $4.5M 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 5.23%. The 1-year return is 9.71% and the 5-year return is 4.95%. SRIGX dividend yield stands at 142.67%, paid annually.

SRIGX top holdings include Xylem Inc./ NY (3.0%), Abb Limited (2.9%), Cnh Industrial Nv (2.5%), Madison Square Garden Co/the (2.3%), Citigroup Inc. (2.1%). 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.