About SRIGX
Gabelli SRI Fund, Inc. Class AAA is a mutual fund that prioritizes socially responsible investing (SRI) while seeking long-term capital appreciation. The fund applies a robust screening process, excluding companies generating significant revenue—10% or more—from sectors such as tobacco, cannabis, alcohol, gambling, or weapons. By focusing on organizations that meet stringent environmental, social, and governance criteria, the fund enables investors to align their portfolios with ethical values and sustainability goals. It employs a disciplined investment approach rooted in fundamental analysis, seeking companies trading below their intrinsic or private market values and identifying catalysts for potential value realization. Although diversified across various industries, the fund maintains a concentrated portfolio, increasing the impact of each holding on overall performance. Managed by experienced co-chief investment officers and a dedicated team, Gabelli SRI Fund, Inc. Class AAA plays a key role for investors seeking to combine financial objectives with social responsibility in their investment strategy.
Fund Family Gabelli
Category World Large-Stock Blend
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SRIGX
Share Class Class Aaa
Index S&P 500 TR
SRIGX had a total return of 14.92% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.25%.
