GATAX Mutual Fund

GATAX Mutual Fund (The Gabelli Asset Fund) is managed by Gabelli Funds with $28.6M in net assets. GATAX expense ratio is 1.35%, holding 611 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2003-12-31.

GATAX performance shows a YTD return of 7.16%. The 1-year return is 11.31% and the 5-year return is 5.68%. GATAX dividend yield stands at 0.40%.

GATAX top holdings include Caterpillar, Inc. (4.0%), Ametek Inc (3.7%), Deere & Co Sedol 2261203 (2.5%), Berkshire Hathaway Inc - Common Cl A (1.9%), Bank Of New York Mellon Corp (1.9%). Go to all GATAX holdings, GATAX sectors, or GATAX dividends.

GATAX can be compared against other funds. Use GATAX overlap to find shared positions, or GATAX vs another fund for a side-by-side view. GATAX alternatives are available via the screener, along with tax-loss harvesting opportunities.