SAIFX Mutual Fund

SAIFX Mutual Fund (ClearBridge Large Cap Value Fund Class I) is managed by Franklin Templeton Investments (US) with $846.3M in net assets. SAIFX expense ratio is 0.49%, holding 57 positions across sectors including Financials, Information Technology, 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 9.28%. SAIFX dividend yield stands at 1.15%, paid quarterly.

SAIFX top holdings include Apple, Inc (5.9%), Amazon.Com Inc (5.8%), Jpmorgan Chase & Co. (4.6%), Johnson & Johnson (3.8%), Cvs Health Corp. (2.5%). 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.