SABTX Mutual Fund
SABTX Mutual Fund
SABTX Mutual Fund
SA US Value Fund
SABTX Mutual Fund Overview
SABTX Mutual Fund (SA US Value Fund) is managed by SA Funds. SABTX expense ratio is 0.74%, holding 260 positions across sectors including Financials, Industrials, Health Care. Inception date: 1999-08-05.
SABTX performance shows a YTD return of 18.55%. The 1-year return is 25.71% and the 5-year return is 12.03%. SABTX dividend yield stands at 1.26%.
SABTX top holdings include Jpmorgan Chase (4.7%), Amazon.Com Inc (4.2%), Exxonmobil Corp. (3.3%), Meta Platforms Inc (2.4%), Berkshire Hathaway Inc Brk/B Us Equity (2.0%). 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.