SAPEX Mutual Fund
SAPEX Mutual Fund
Spectrum Active Advantage Fund Investor Class
SAPEX Mutual Fund Overview
SAPEX Mutual Fund (Spectrum Active Advantage Fund Investor Class) is managed by Advisors Preferred with $9.8M in net assets. SAPEX expense ratio is 2.88%, holding 12 positions across sectors including Financials, Unknown, Other. Inception date: 2015-06-01.
SAPEX performance shows a YTD return of -3.40%. The 1-year return is 5.88% and the 5-year return is -0.02%. SAPEX dividend yield stands at 4.49%, paid quarterly.
SAPEX top holdings include Us T Bill Zcp 06/11/26 (25.7%), United States Department 0 06/18/2026 (13.7%), Invesco S&P 500 Equal Weight Etf (Rsp) (9.6%), BUNDESOBLIGATION BONDS REGS 10/30 2.2 2.2 2030-10-10 (9.1%), Fidelity Instl Cash Ptf / Govt Cl I (7.5%). View all SAPEX holdings, sector breakdown, or dividend history.
SAPEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SAPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.