EBSFX Mutual Fund

EBSFX Mutual Fund (Eubel Brady & Suttman Income Fund) is managed by Eubel Brady & Suttman Asset Management with $458.8M in net assets. EBSFX expense ratio is 0.18%, holding 52 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2014-09-30.

EBSFX performance shows a YTD return of 1.23%. The 1-year return is 2.66% and the 5-year return is 3.64%. EBSFX dividend yield stands at 5.11%, paid monthly.

EBSFX top holdings include Wi Treasury Sec 11/28 3.5 11/15/2028 (4.8%), Treasury Note (Otr) 3.63% Oct 31, 2030 (4.7%), Invesco Short-term Investments Trust, Treasury Portfolio, Institutional Class 0.0102% 2021-01-07 (4.5%), United States Treasury Note/Bond 4.375 12/31/2029 (2.9%), Crocs Inc 2031-08-15 (2.9%). Go to all EBSFX holdings, EBSFX sectors, or EBSFX dividends.

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