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SBACX Mutual Fund Price & Analysis

The investment seeks capital appreciation and current income. The fund seeks to achieve its investment goal by investing primarily in a diversified portfolio of fixed-income and equity securities. The advisor expects to allocate 60% its assets in Equity, and allocate 40% its assets in Fixed-Income. It invests primarily in issuers having a market capitalization, at the time of purchase, above $5 billion. The fund will invest primarily in bonds, including mortgage-related securities, asset-backed securities, government securities (both U.S. government securities and foreign sovereign debt), and corporate debt securities.

SBACX Mutual Fund Chart & Stats

Top 10 Holdings

Name
Weight %
Microsoft
6.48%
Meta Platforms, Inc.
5.17%
Apple Inc
4.09%
USD_CASH
United States Treasury Notes
3.69%
Amazon.Com, Inc.
3.61%
Alphabet Inc. Class C
3.53%
Nvidia Corporation
3.19%
USD_CASH
United States Treasury Notes
2.27%
Oracle Corporation
2.01%
Philip Morris International
1.92%
Total35.97%

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