SBPLX Mutual Fund

SBPLX Mutual Fund (ClearBridge Dividend Strategy Fund Class C) is managed by Franklin Templeton Investments (US) with $68.1M in net assets. SBPLX expense ratio is 1.75%, holding 51 positions across sectors including Information Technology, Financials, Energy. Inception date: 1998-06-15.

SBPLX performance shows a YTD return of 10.78%. The 1-year return is 14.32% and the 5-year return is 8.81%. SBPLX dividend yield stands at 0.45%, paid quarterly.

SBPLX top holdings include Exxonmobil Corp. (4.5%), Microsoft Corp (4.2%), Williams Cos. Inc. (4.0%), Nvidia Corp (3.7%), Alphabet Inc (3.4%). Go to all SBPLX holdings, SBPLX sectors, or SBPLX dividends.

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