SRFMX Mutual Fund (Sarofim Equity Fund) is managed by Fayez Sarofim & Co.. SRFMX expense ratio is 0.70%, holding 42 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2014-01-17.

SRFMX performance shows a YTD return of 0.78%. The 1-year return is 5.66% and the 5-year return is 4.68%. SRFMX dividend yield stands at 31.77%, paid quarterly.

SRFMX top holdings include Nvidia Corp (9.6%), Alphabet Inc series C (7.9%), Microsoft Corp 4.100 Feb 06 37 (7.6%), Apple Inc (6.6%), Amazon.Com Inc (6.2%). View all SRFMX holdings, sector breakdown, or dividend history.

SRFMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SRFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.