Keeley Gabelli Small Cap Dividend FundKSDVX

MUTUAL FUNDGabelli
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$262.7M
Expense ratio
1.29%
1-year return
+20.5%
3 years, a year
+12.9%
5 years, a year
+7.4%
Holdings
79

What it aims to do.

The Keeley Gabelli Small Cap Dividend Fund (the Fund) seeks capital appreciation and current income.

Top 10 holdings.

Holding% of fund
JOBY TechnipFMC PLC3.17%
PRIM Primoris Services Corp.2.83%
WTFC Wintrust Financial Corporation2.63%
VCTR Victory Capital Holdings, Inc.2.28%
ENSG Ensign Group Inc2.24%
OUT OUTFRONT Media Inc2.15%
CTRE Caretrust Reit Inc2.11%
OR OR Royalties Inc.2.11%
SPB Spectrum Brands Holdings Inc.2.03%
FBNC First Bancorp1.88%

More on KSDVX.

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