SABTX Mutual Fund

SABTX Mutual Fund (SA US Value Fund) is managed by SA Funds. SABTX expense ratio is 0.74%, holding 262 positions across sectors including Financials, Industrials, Health Care. Inception date: 1999-08-05.

SABTX performance shows a YTD return of 25.08%. The 1-year return is 31.31% and the 5-year return is 12.10%. SABTX dividend yield stands at 1.21%, paid annually.

SABTX top holdings include JPMorgan Chase & Co (4.6%), Amazon.com Inc (4.4%), Exxon Mobil Corp. (3.9%), Meta Platforms Inc Class A (3.4%), Berkshire Hathaway Inc Brk/B Us Equity (2.1%). Go to all SABTX holdings, SABTX sectors, or SABTX dividends.

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