SAPYX Mutual Fund

SAPYX Mutual Fund (ClearBridge Appreciation Fund Class I) is managed by Franklin Templeton Investments (US) with $989.5M in net assets. SAPYX expense ratio is 0.67%, holding 62 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1996-01-30.

SAPYX performance shows a YTD return of 6.59%. The 1-year return is 12.16% and the 5-year return is 10.99%. SAPYX dividend yield stands at 13.56%, paid annually.

SAPYX 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 SAPYX holdings, SAPYX sectors, or SAPYX dividends.

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