SABTX Mutual Fund
SABTX Mutual Fund
SA US Value Fund
SABTX Mutual Fund Overview
SABTX Mutual Fund (SA US Value Fund) is managed by SA Funds. SABTX expense ratio is 0.74%, holding 275 positions across sectors including Financials, Energy, Health Care. Inception date: 1999-08-05.
SABTX performance shows a YTD return of 17.26%. The 1-year return is 33.24% and the 5-year return is 11.45%. SABTX dividend yield stands at 3.27%, paid annually.
SABTX top holdings include Jp Morgan Chase & Co (4.4%), Exxon Mobil Corp (4.1%), JOHNSON AND JOHNSON (2.8%), Micron Technology, Inc. (2.5%), Berkshire Hathaway, Inc. (2.1%). View all SABTX holdings, sector breakdown, or dividend history.
SABTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SABTX alternatives are available via the screener, along with tax-loss harvesting opportunities.