SBSPX Mutual Fund

SBSPX Mutual Fund (Franklin S&P 500 Index Fund A) is managed by Franklin Templeton Investments (US) with $947.2M in net assets. SBSPX expense ratio is 0.54%, holding 508 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-01-05.

SBSPX performance shows a YTD return of 12.54%. The 1-year return is 19.76% and the 5-year return is 12.23%. SBSPX dividend yield stands at 0.56%, paid annually.

SBSPX top holdings include Nvidia Corp (8.0%), Apple, Inc (7.0%), Microsoft Corp (5.6%), Amazon.Com Inc (3.8%), Alphabet Inc,class A (3.0%). Go to all SBSPX holdings, SBSPX sectors, or SBSPX dividends.

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