Nasdaq - Delayed Quote USD

Gabelli Utilities A (GAUAX)

5.30
-0.04
(-0.75%)
As of 8:08:49 AM EDT. Market Open.
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  • Previous Close 5.34
  • YTD Return 7.95%
  • Expense Ratio 1.43%
  • Category Utilities
  • Last Cap Gain 52.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 1.56B
  • Beta (5Y Monthly) 0.75
  • Yield 12.99%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.22
  • Inception Date Dec 31, 2002

The fund invests at least 80% of its net assets in securities of domestic or foreign companies that are involved to a substantial extent in providing products, services or equipment for the generation or distribution of electricity, gas, and water and the provision of infrastructure operations or telecommunications services. It may invest up to 40% of its total assets in securities of non-U.S. issuers, including in emerging markets.

Gabelli

Fund Family

Utilities

Fund Category

1.56B

Net Assets

2002-12-31

Inception Date

Performance Overview: GAUAX

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Trailing returns as of 4/2/2025. Category is Utilities.

YTD Return

GAUAX
7.95%
Category
4.24%
 

1-Year Return

GAUAX
18.47%
Category
18.66%
 

3-Year Return

GAUAX
2.16%
Category
9.19%
 

5-Year Return

GAUAX
8.04%
Category
7.16%
 

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Holdings: GAUAX

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Sector Weightings

SectorGAUAX
Utilities   70.77%
Energy   14.24%
Industrials   5.82%
Technology   0.88%
Healthcare   0.02%
Real Estate   0.00%

Recent News: GAUAX

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Research Reports: GAUAX

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