SRFMX Mutual Fund
SRFMX Mutual Fund
SRFMX Mutual Fund
Sarofim Equity Fund
SRFMX Mutual Fund Overview
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, Financials, Communication Services. Inception date: 2014-01-17.
SRFMX performance shows a YTD return of 4.33%. The 1-year return is 9.60% and the 5-year return is 6.73%. SRFMX dividend yield stands at 30.68%, paid quarterly.
SRFMX top holdings include Nvidia Corp. (9.6%), Alphabet Inc. C (7.9%), Microsoft Corp (7.6%), Apple, Inc (6.6%), Amazon.Com Inc (6.2%). Go to all SRFMX holdings, SRFMX sectors, or SRFMX dividends.
SRFMX can be compared against other funds. Use SRFMX overlap to find shared positions, or SRFMX vs another fund for a side-by-side view. SRFMX alternatives are available via the screener, along with tax-loss harvesting opportunities.