SAPCX Mutual Fund

SAPCX Mutual Fund (ClearBridge Appreciation Fund Class C) is managed by Franklin Templeton Investments (US) with $45.8M in net assets. SAPCX expense ratio is 1.66%, holding 62 positions across sectors including Information Technology, Communication Services, Industrials. 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 9.85%. SAPCX dividend yield stands at 13.82%, paid annually.

SAPCX top holdings include Nvidia Corp. (8.8%), Alphabet Inc. C (6.8%), Apple, Inc (4.8%), Microsoft Corp (4.4%), Amazon.Com Inc (3.7%). 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.