About SRIAX
Gabelli SRI Fund, Inc. Class A is an actively managed mutual fund designed to provide capital appreciation with a focus on socially responsible investing. The fund applies strict environmental, social, and governance (ESG) criteria, excluding companies that derive significant revenue from tobacco, alcohol, gambling, cannabis, or weapons, thereby aligning investment decisions with ethical values. Managed by a seasoned team, the fund uses a fundamental approach to stock selection, targeting companies considered undervalued relative to their intrinsic or Private Market Values and seeking catalysts that could unlock additional value. The portfolio is diversified across numerous sectors, reflecting broad market exposure, and employs in-depth research supported by a large analyst team. Founded in 2007, Gabelli SRI Fund, Inc. Class A plays a noteworthy role in the market by offering investors a means to pursue long-term growth while adhering to principles of social responsibility and corporate ethics.
Fund Family Gabelli
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SRIAX
Share Class Class A
Index S&P 500 TR
SRIAX had a total return of 14.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.26%.
