About SRIDX
Gabelli SRI Fund, Inc. Class I is an actively managed mutual fund with a primary objective of capital appreciation through investments in companies that adhere to stringent social responsibility criteria. The fund prioritizes environmental, social, and governance (ESG) factors, excluding firms that generate 10% or more of their revenue from sectors like tobacco, cannabis, alcohol, gambling, or weapons. Utilizing a fundamental stock selection process, it invests at least 80% of its assets in common and preferred stocks that meet its social responsibility standards. The fund’s approach centers on identifying companies trading at significant discounts to their intrinsic or Private Market Values, seeking long-term risk-adjusted returns. It employs a "Private Market Value with a Catalyst™" methodology to assess potential value triggers such as buyouts or management changes. Diversified across multiple industries, Gabelli SRI Fund, Inc. Class I enables investors to align their portfolios with ethical principles while maintaining a focus on financial performance, and leverages the expertise of a dedicated team of sector-focused analysts and experienced portfolio managers.
Fund Family Gabelli
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SRIDX
Share Class Class I
SRIDX had a total return of 15.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.81%.
