Eubel Brady & Suttman Income And Appreciation FundEBSZX
Type
Mutual fund
Peer group
Alternative
Net assets
$155.5M
Expense ratio
0.24%
1-year return
+9.7%
3 years, a year
+7.9%
5 years, a year
+4.5%
Holdings
31
What it aims to do.
The Eubel Brady & Suttman Income and Appreciation Fund (the ?EBS Income & Appreciation Fund? or the ?Fund?) seeks to provide total return through a combination of current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Short-Term Investments Trust | 26.78% |
| AVT Avnet Inc | 4.20% |
| LYFT Lyft Inc | 4.04% |
| GWRE Guidewire Software Inc | 3.79% |
| BSY Bentley Systems Inc | 3.68% |
| NRP Natural Resource Partners Lp | 3.65% |
| CROX Crocs Inc | 3.59% |
| WGO Winnebago Industries Inc | 3.58% |
| CAKE Cheesecake Factory Inc (The) | 3.54% |
| GPN Global Payments Inc | 3.46% |
More on EBSZX.
- EBSZX overview
- EBSZX holdings
- EBSZX risk
- EBSZX costs
- EBSZX money in and out
- EBSZX share classes
- Compare EBSZX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.