Keeley Gabelli Mid Cap Dividend FundKMDVX

MUTUAL FUNDGabelli
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$118.4M
Expense ratio
1.20%
1-year return
+16.7%
3 years, a year
+13.2%
5 years, a year
+8.7%
Holdings
81

What it aims to do.

The Keeley Gabelli Mid Cap Dividend Fund (the Fund) seeks capital appreciation.

Top 10 holdings.

Holding% of fund
ALSN Allison Transmission Holdings Inc2.42%
UGI UGI Corp2.35%
JBL Jabil Inc2.12%
FNV Franco Nevada Corp2.11%
OSK Oshkosh Corporation2.09%
JOBY NVent Electric PLC2.05%
NRG NRG Energy, Inc.1.89%
RBC Regal Rexnord Corporation1.89%
ENSG Ensign Group Inc1.78%
SWX Southwest Gas Holdings Inc1.73%

More on KMDVX.

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