EBSZX Mutual Fund

EBSZX Mutual Fund (Eubel Brady & Suttman Income and Appreciation Fund) is managed by Eubel Brady & Suttman Asset Management with $167.5M in net assets. EBSZX expense ratio is 0.24%, holding 35 positions across sectors including Financials, Consumer Discretionary, Information Technology. Inception date: 2014-09-30.

EBSZX performance shows a YTD return of 7.21%. The 1-year return is 8.64% and the 5-year return is 5.08%. EBSZX dividend yield stands at 5.87%, paid monthly.

EBSZX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (13.4%), Gnma Ii Pool Ma9172 G2 09/53 Fixed 6 (4.7%), Avnet Inc 144A 1.75% Sep 01, 2030 (4.3%), Lyft Inc Sr Unsecured 03/29 0.625 0.625 03/01/2029 (4.0%), Guidewire 1.25 11/29 (3.8%). 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.