SAPYX Mutual Fund

SAPYX Mutual Fund (ClearBridge Appreciation Fund Class I) is managed by Franklin Templeton Investments (US) with $958.8M in net assets. SAPYX expense ratio is 0.67%, holding 62 positions across sectors including Information Technology, Communication Services, Financials. 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 10.98%. SAPYX dividend yield stands at 13.56%, paid annually.

SAPYX 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 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.