SBSPX Mutual Fund

SBSPX Mutual Fund (Franklin S&P 500 Index Fund A) is managed by Franklin Templeton Investments (US) with $936.7M in net assets. SBSPX expense ratio is 0.54%, holding 505 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1998-01-05.

SBSPX performance shows a YTD return of 9.58%. The 1-year return is 19.08% and the 5-year return is 12.29%. SBSPX dividend yield stands at 0.56%, paid annually.

SBSPX top holdings include Nvidia Corp. (7.4%), Apple, Inc (6.9%), Microsoft Corp 4.100 Feb 06 37 (5.3%), Amazon.Com Inc (4.1%), Alphabet A Usd 0.001 (3.2%). 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.