SFSLX Mutual Fund

SFSLX Mutual Fund (1919 Financial Services Fund Cl C) is managed by 1919 Funds with $6.9M in net assets. SFSLX expense ratio is 2.20%, holding 43 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1998-11-16.

SFSLX performance shows a YTD return of 5.61%. The 1-year return is 7.85% and the 5-year return is 4.79%. SFSLX dividend yield stands at 15.97%, paid annually.

SFSLX 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 SFSLX holdings, SFSLX sectors, or SFSLX dividends.

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