SABTX Mutual Fund
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, Industrials, 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 11.92%. SABTX dividend yield stands at 3.13%, paid annually.
SABTX top holdings include Jpmorgan Chase (4.8%), Amazon.Com Inc (4.2%), Exxon Mobil Corp. (3.3%), Micron Technology, Inc. (3.0%), Berkshire Hathaway Inc Brk/B Us Equity (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.