SAPEX Mutual Fund
SAPEX Mutual Fund
SAPEX Mutual Fund
Spectrum Active Advantage Fund Investor Class
SAPEX Mutual Fund Overview
SAPEX Mutual Fund (Spectrum Active Advantage Fund Investor Class) is managed by Advisors Preferred with $10.2M in net assets. SAPEX expense ratio is 2.88%, holding 12 positions across sectors including Financials. Inception date: 2015-06-01.
SAPEX performance shows a YTD return of -4.16%. The 1-year return is 5.16% and the 5-year return is -3.05%. SAPEX dividend yield stands at 4.53%, paid quarterly.
SAPEX top holdings include Treasury Bill Jun 11, 2026 (25.7%), Treasury Bill 0% Jun 18, 2026 (13.7%), Invesco S&P 500 Equal Weight Etf (Rsp) (9.6%), Treasury Bill 0% May 07, 2026 (9.1%), Fidelity Inv Mmkt Govt-I 12/31/2031 (7.5%). Go to all SAPEX holdings, SAPEX sectors, or SAPEX dividends.
SAPEX can be compared against other funds. Use SAPEX overlap to find shared positions, or SAPEX vs another fund for a side-by-side view. SAPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.