SBFAX Mutual Fund (1919 Financial Services Fund Cl A) is managed by 1919 Funds with $62.1M in net assets. SBFAX expense ratio is 1.46%, holding 43 positions across sectors including Financials, Information Technology, Unknown. Inception date: 1998-11-16.

SBFAX performance shows a YTD return of 6.33%. The 1-year return is 0.99% and the 5-year return is 4.21%. SBFAX dividend yield stands at 14.44%, paid annually.

SBFAX top holdings include Jpmorgan Chase (10.4%), Chubb Limited (6.3%), Visa Inc Class A (6.0%), Bank Of America Corp (5.8%), Berkshire Hathaway Inc Brk/B Us Equity (5.3%). View all SBFAX holdings, sector breakdown, or dividend history.

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