Boyar Value FundBOYAX

MUTUAL FUNDBoyar
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$19.8M
Expense ratio
1.75%
1-year return
+11.9%
3 years, a year
+10.3%
5 years, a year
—
Holdings
32

What it aims to do.

The Boyar Value Fund Inc.?s (the ?Fund?) investment objective is long-term capital appreciation.

Top 10 holdings.

Holding% of fund
AMP Ameriprise Financial, Inc.8.59%
MSFT Microsoft Corp.7.31%
HD Home Depot Inc.7.23%
JPM JPMorgan Chase & Co.6.42%
MSGS Madison Square Garden Sports Corp.5.93%
BNY The Bank of New York Mellon Corp.5.64%
UBER Uber Technologies Inc5.44%
BAC Bank of America Corp.5.23%
BATRK Atlanta Braves Holdings Inc4.26%
CSCO Cisco Systems, Inc.3.62%

More on BOYAX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.