EBSZX Mutual Fund (Eubel Brady & Suttman Income and Appreciation Fund) is managed by Eubel Brady & Suttman Asset Management with $159.2M in net assets. EBSZX expense ratio is 0.24%, holding 33 positions across sectors including Consumer Discretionary, Other, Financials. Inception date: 2014-09-30.

EBSZX performance shows a YTD return of 3.83%. The 1-year return is 8.14% and the 5-year return is 4.66%. EBSZX dividend yield stands at 6.19%, paid monthly.

EBSZX top holdings include Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (20.0%), Patrick Industries Inc 1.75% 12/01/2028 (5.0%), Lyft Inc Sr Unsecured 03/29 0.625 (4.4%), Airbnb, Inc., Zero Coupon, Mar 15, 2026 (3.9%), Tripadvisor, Inc. 0.25% Apr 01/26 (3.9%). View all EBSZX holdings, sector breakdown, or dividend history.

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