SABTX Mutual Fund

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 20.93%. The 1-year return is 34.99% and the 5-year return is 11.91%. SABTX dividend yield stands at 3.21%, paid annually.

SABTX top holdings include Jpmorgan Chase (4.4%), Exxon Mobil Corp. (4.1%), Johnson & Johnson - Common (2.8%), Micron Technology, Inc. (2.5%), Berkshire Hathaway, Inc. (2.1%). Go to all SABTX holdings, SABTX sectors, or SABTX dividends.

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