SAIFX Mutual Fund

SAIFX Mutual Fund (ClearBridge Large Cap Value Fund Class I) is managed by Franklin Templeton Investments (US) with $826.7M in net assets. SAIFX expense ratio is 0.49%, holding 58 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1958-05-29.

SAIFX performance shows a YTD return of 13.83%. The 1-year return is 18.87% and the 5-year return is 9.09%. SAIFX dividend yield stands at 1.15%, paid quarterly.

SAIFX top holdings include Apple, Inc (6.0%), Amazon.Com Inc (5.6%), Jpmorgan Chase (4.6%), Johnson & Johnson - Common (3.9%), Microsoft Corp (3.7%). 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.