SBMBX Mutual Fund

SBMBX Mutual Fund (Saratoga Energy & Basic Materials Portfolio Class A) is managed by Saratoga Capital Management, LLC with $66,322.83 in net assets. SBMBX expense ratio is 3.81%, holding 45 positions across sectors including Energy, Materials, Financials. Inception date: 1997-10-23.

SBMBX performance shows data across multiple time periods. The 1-year return is 7.76% and the 5-year return is 4.52%. SBMBX dividend yield stands at 2.13%, paid annually.

SBMBX top holdings include Exxon Mobil Corp. (7.6%), Chevron Corp (7.2%), Linde Plc (united Kingdom) (4.2%), Rio Tinto Plc Ordinary Shares (3.7%), Kinross Gold Corp (3.4%). Go to all SBMBX holdings, SBMBX sectors, or SBMBX dividends.

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