EBSZX Mutual Fund

EBSZX Mutual Fund (Eubel Brady & Suttman Income and Appreciation Fund) is managed by Eubel Brady & Suttman Asset Management with $168.3M in net assets. EBSZX expense ratio is 0.24%, holding 31 positions across sectors including Financials, Consumer Discretionary, Information Technology. 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 (26.8%), Avnet Inc 144A 1.75% Sep 01, 2030 (4.2%), Lyft Inc Sr Unsecured 03/29 0.625 (4.0%), Guidewire 1.25 11/29 (3.8%), Bsy 0.375 07/01/27 (3.7%). 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.