SBPLX Mutual Fund

SBPLX Mutual Fund (ClearBridge Dividend Strategy Fund Class C) is managed by Franklin Templeton Investments (US) with $73.2M in net assets. SBPLX expense ratio is 1.75%, holding 57 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-06-15.

SBPLX performance shows a YTD return of 8.98%. The 1-year return is 15.86% and the 5-year return is 9.68%. SBPLX dividend yield stands at 0.43%, paid quarterly.

SBPLX top holdings include Williams Cos. Inc. (4.7%), Exxon Mobil Corp. (3.8%), Microsoft Corp (3.6%), Texas Instrument Inc (3.0%), Alphabet Inc. C (3.0%). 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.