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GGRWGabelli Growth Innovators ETF

Grow my money5y track recordRanked #2,867 of 2,999 in this goal

Seeks to provide capital appreciation.

By Gabelli · Launched 2021

Annual Cost

0.00%

#5,861 of 5,861 · expensive

Fund Size

$9M

#4,948 of 5,861 · small

Return (1Y)Goal

+5.7%

Track Record

5 years

#2,257 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,748+7.5%

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

What it actually holds

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
92.9%
Cash
7.1%

By sector

Technology
34.6%
Industrials
16.8%
Communication
15.8%
Financial Services
10.7%
Healthcare
10.3%
Consumer Cyclical
9.4%
Basic Materials
1.5%
Consumer Defensive
0.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.4%Moderate

Year-on-year price swings

Max drawdown
-49.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
1.00Decent 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

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Data updated on 2026-08-04