SAIFX Mutual Fund

SAIFX Mutual Fund (ClearBridge Large Cap Value Fund Class I) is managed by Franklin Templeton Investments (US) with $863.9M 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 12.88%. The 1-year return is 22.51% and the 5-year return is 9.38%. SAIFX dividend yield stands at 1.16%, paid quarterly.

SAIFX top holdings include Jpmorgan Chase (4.3%), Johnson & Johnson - Common (3.5%), Alphabet Inc Common Stock USD 0.001 (3.4%), Intel Corporation (3.2%), Xpo Logistics Inc. (3.0%). 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.