SBFAX Mutual Fund

SBFAX Mutual Fund (1919 Financial Services Fund Cl A) is managed by 1919 Funds with $57.1M 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 -1.40%. The 1-year return is -1.40% and the 5-year return is 4.93%. SBFAX dividend yield stands at 14.75%.

SBFAX top holdings include Jpmorgan Chase (9.0%), Visa Inc Class A (7.4%), Bank of America Corp.: Financials (7.2%), Chubb Limited (6.1%), 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.