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GGRWGabelli Growth Innovators ETF

Grow my money5y track recordRanked #2,910 of 3,055 in this goal

Seeks to provide capital appreciation.

By Gabelli · Launched 2021

Annual Cost

0.00%

#6,040 of 6,040 · expensive

Fund Size

$8M

#5,078 of 6,040 · small

Return (1Y)

+4.3%

Track Record

5 years

#2,271 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,479+4.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Growth

Focus

General Innovation

Holdings

By weight

Concentration

Top 10 holdings = 46.8% of fundmoderately concentrated

NVIDIA Corp.
8.7%
Alphabet Inc.
5.8%
Amazon.com, Inc.
5.5%
Broadcom Inc
4.4%
GE Vernova Inc.
4.0%
Meta Platforms Inc
3.9%
Eli Lilly & Co.
3.8%
Microsoft Corp.
3.7%
GE Aerospace
3.6%
MasterCard Incorporated
3.4%

Asset allocation

Stocks
100.0%

By sector

Technology
40.3%
Industrials
16.7%
Communication
12.9%
Consumer Cyclical
10.4%
Financial Services
9.5%
Healthcare
8.2%
Basic Materials
1.3%
Consumer Defensive
0.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.9%Moderate

Year-on-year price swings

Max drawdown
-49.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.99Decent risk-adjusted returns
Sortino (3Y)
1.46Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide capital appreciation.
Strategy
Primarily invests in common stocks of companies relevant to innovation, focusing on those with undervalued earnings growth potential. May invest in foreign securities via American Depositary Receipts and does not limit investments by market capitalization.
Inception date
February 16, 2021
Fund family
Gabelli

Next steps

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Data updated on 2026-09-18