SAPCX Mutual Fund

SAPCX Mutual Fund (ClearBridge Appreciation Fund Class C) is managed by Franklin Templeton Investments (US) with $44.1M in net assets. SAPCX expense ratio is 1.66%, holding 62 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 1993-02-04.

SAPCX performance shows a YTD return of 5.98%. The 1-year return is 11.04% and the 5-year return is 9.86%. SAPCX dividend yield stands at 13.70%, paid annually.

SAPCX top holdings include Nvidia Corp. (8.6%), Apple, Inc (7.7%), Alphabet A Usd 0.001 (6.2%), Amazon.Com Inc (5.1%), Microsoft Corp 4.100 Feb 06 37 (3.8%). Go to all SAPCX holdings, SAPCX sectors, or SAPCX dividends.

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