SAIFX Mutual Fund

SAIFX Mutual Fund (ClearBridge Large Cap Value Fund Class I) is managed by Franklin Templeton Investments (US) with $824.4M in net assets. SAIFX expense ratio is 0.49%, holding 57 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1958-05-29.

SAIFX performance shows a YTD return of 13.98%. The 1-year return is 17.15% and the 5-year return is 8.65%. SAIFX dividend yield stands at 1.03%, paid quarterly.

SAIFX top holdings include Apple Inc (6.5%), Amazon.Com Inc (5.5%), Jpmorgan Chase (4.3%), Microsoft Corp (3.9%), Johnson & Johnson - Common (3.9%). Go to all SAIFX holdings, SAIFX sectors, or SAIFX dividends.

SAIFX can be compared against other funds. Use SAIFX overlap to find shared positions, or SAIFX vs another fund for a side-by-side view. SAIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.