EBSZX Mutual Fund

EBSZX Mutual Fund (Eubel Brady & Suttman Income and Appreciation Fund) is managed by Eubel Brady & Suttman Asset Management with $166.9M in net assets. EBSZX expense ratio is 0.24%, holding 33 positions across sectors including Consumer Discretionary, Financials, Energy. Inception date: 2014-09-30.

EBSZX performance shows a YTD return of 5.32%. The 1-year return is 9.06% and the 5-year return is 4.86%. EBSZX dividend yield stands at 6.05%, paid monthly.

EBSZX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (20.0%), Patrick Industries Inc 1.75% 12/01/2028 (5.0%), Lyft Inc Sr Unsecured 03/29 0.625 (4.4%), Airbnb Inc Regd Zcp Convertible 0.00000000 (3.9%), Tripadvisor, Inc. 0.25% Apr 01/26 (3.9%). Go to all EBSZX holdings, EBSZX sectors, or EBSZX dividends.

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