SBFAX Mutual Fund

SBFAX Mutual Fund (1919 Financial Services Fund Cl A) is managed by 1919 Funds with $60.8M in net assets. SBFAX expense ratio is 1.46%, holding 43 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1998-11-16.

SBFAX performance shows a YTD return of 6.03%. The 1-year return is 8.66% and the 5-year return is 5.56%. SBFAX dividend yield stands at 13.74%, paid annually.

SBFAX top holdings include Jpmorgan Chase (9.7%), Bank of America Corp.: Financials (7.0%), Visa Inc Class A (7.0%), Chubb Limited (6.4%), Berkshire Hathaway Inc Brk/B Us Equity (5.4%). Go to all SBFAX holdings, SBFAX sectors, or SBFAX dividends.

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