The Gabelli Utilities FundGAUAX

MUTUAL FUNDGabelli
Type
Mutual fund
Peer group
US equity: Utilities
Net assets
$1.8B
Expense ratio
1.38%
1-year return
+19.1%
3 years, a year
+11.1%
5 years, a year
+7.2%
Holdings
228

What it aims to do.

The Fund seeks to provide a high level of total return through a combination of capital appreciation and current income.

Top 10 holdings.

Holding% of fund
NEE NextEra Energy Inc7.99%
NFG National Fuel Gas Company7.50%
AEP American Electric Power Co, Inc.3.85%
EVRG Evergy Inc3.65%
WEC WEC Energy Group Inc.3.02%
SWX Southwest Gas Holdings Inc2.96%
AEE Ameren Corp.2.78%
OKE Oneok Inc.2.39%
ES Eversource Energy2.39%
AES AES Corp.2.35%

More on GAUAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.